Our Insights on SFDR

A joint perspective from Mercatus and Quinn & Partners on how SFDR will impact the private markets industry. ESG data is investment data. ESG metrics are now a requirement across all investment data management strategies. ESG can no longer be tracked in a silo outside of operational and financial data as investors require timely information

Here’s What You Need to Know About Technical Int...

The term “Integrations” is one of those catch-all words that have very different meanings based on who is referencing them. For example, an integration could be a simplistic click-to-deploy integration with Google or Apple to assist users in signing into a service more securely and conveniently. Or an integration could be as complex as a

Q&A with Mercatus Strategic Advisory Board Me...

Earlier this year we formed a Strategic Advisory Board made up of experienced technology and investment professionals in the private markets. In this series, we’ll get to know each one a little bit better. Assunta Gaglione-Austin is the former co-CTO of KKR & Co. Inc., where she led a global technology team responsible for enterprise

Q&A with Mercatus Strategic Advisory Board Me...

Earlier this year we formed a Strategic Advisory Board made up of experienced technology and investment professionals in the private markets. In this new series, we’ll get to know each one a little bit better. John Dorogoff is the former Managing Director and Chief Information Officer of the Asset Management business at Deutsche Bank and

Q&A with Mercatus Strategic Advisory Board Me...

Earlier this year we formed a Strategic Advisory Board made up of experienced technology and investment professionals in the private markets. In this new series, we’ll get to know each one a little bit better. John Ritter is the Managing Director of Real Assets at the University of California, where he manages a team of

Q&A with Mercatus Strategic Advisory Board Me...

Earlier this year we formed a Strategic Advisory Board made up of experienced technology and investment professionals in the private markets. In this new series, we’ll get to know each one a little bit better.   Andrew Lennon is the former Chief Information Officer at Barings, a global investment management firm owned by Massachusetts Mutual

Q&A with Mercatus Strategic Advisory Board Me...

Earlier this year we announced we formed a Strategic Advisory Board made up of experienced technology and investment professionals in the private markets. In this new series, we’ll get to know each one a little bit better. Paul Thompson recently retired as Barings Chief Operating Officer, Chief Financial Officer and Head of Global Investment Services.

What’s the Value of Your Private Market Portfoli...

Last week’s employment report is a perfect reminder for investors trying to plan for different scenarios. The forecast for April employment in the U.S. was for more than one million jobs to be created. The actual figure is usually within plus or minus 10% of the economists’ forecast but April’s number was off by 75%

The Scenario Analysis Challenge for Private Market...

Planning for the unknown has never been more important for investors. What happens to my portfolio if interest rates rise and oil prices fall? What if commercial real estate has a dramatic downturn? What if [gulp] the pandemic worsens again? But scenario analysis is not easy to do at scale, especially when data is siloed

This Is the Role that Private Market Investors Nee...

The last 12 months have created a near-perfect storm for data management in the private markets. Uncertainty in the markets led to greater demands from investors who want better information faster. Remote work resulted in more people managing Excel spreadsheets from desktops instead of file servers. The pressure to do more with less surged. A

Top Podcasts for the Private Markets

Here at Mercatus, we love podcasts so much that we started our own. It’s a great way to educate, entertain, and inform listeners on topics that we might not otherwise cover. And it’s a perfect platform to elevate different voices and points of view that might not otherwise be heard. There are a lot of

What Is Scenario Analysis? (And Why Is It So Hard ...

What will 2021 bring to the global economy and how will it impact your portfolio? It’s a perfectly reasonable question to be asking after the year we just lived through. Unfortunately, we don’t have an answer for you. But we do have a way to help you plan for the unexpected. Scenario analysis: It’s not

Private Market Fund Managers in 2020: A Tale of a ...

It’s hard to argue that this was a year like none other. In July 2020, I was interviewed by Infrastructure Investor for an outlook on data and technology trends within the Private Markets and specifically how the global pandemic was exacerbating many of the issues fund managers were facing. Risks around margins, returns, compliance and

Six Steps to a Data Management Platform: A Buyer...

What are the top concerns for private fund managers when they are considering investing in a data management software solution? We recently sat down with Tim Friedman, founder of PE Stack, to find out. Tim has an extensive background helping GPs, LPs, and service providers in the private equity and VC space to identify and

Private Debt Is Finally Realizing It Has a Data Pr...

We’ll look back on 2020 with plenty of judgment, but one positive outcome has been the realization in virtually every industry that digital transformation is imperative for survival. Private debt fund managers, which have been slower than other fund managers in the private markets to prioritize this, are now clambering to centralize their complex data.

Build vs Buy: 6 Pitfalls to Avoid

Private market investors across the globe are asking themselves a similar question: “How do we transform our internal investment data, which is quite frankly a liability today, into an asset?” Chief technology officers at these asset managers have countless ways to try to answer the question, depending on a host of factors. Where is the

Operational Resiliency Stems from Data You Trust

In a world running on numbers, data, and metrics, trust is still something you must feel, according to Tim Buchner, Co-Founder & COO at Mercatus. Trusting the information in front of you and investing with confidence can be the difference in a portfolio that either booms or busts, Buchner says. And it is the kind

Another Day, Several More Dollars

Whether you’re working from home or the office, the simplest equation in finance will always hold true: time equals money. Tom Vogt, head of customer success at Mercatus, explains that investment management companies are leaving money on the table by putting off improving the speed and efficiency of their decision-making processes. Every day that a

Mercatus Integrates SASB Standards to Streamline M...

Mercatus Integrates SASB Standards to Streamline Material Financial and ESG Reporting Across Private Markets

How to Avoid Costly Mistakes During and Post the C...

The COVID-19 Black Swan is presenting challenges that could lead to costly mistakes. After countless conversations and articles reviewed, several takeaways emerged and corresponding recommendations for Private Market managers to best prepare each from making costly mistakes during and post this pandemic. “Invest in the face of adversity” was best said in a recent article

Data: CFOs’ Top Priority – Takeaways f...

Recently I listened to Ernst and Young’s NextWave Podcast, Why the CFO is becoming private equity’s quarterback. It is clear, now more than ever the top priority for Private Equity executives is data management. They surveyed 100 private market firms equally split between $15B+, $2.5B-15B, and less than <$2.5B AUM. Based on the Ernst and

The New Norm For Private Market Investors

SAN MATEO, Calif – MARCH 18, 2020 – Working from home is the new norm, or as many are finding it, the new not-so-norm. As we rapidly try to get back into a daily rhythm – what was normal weeks and months ago is no longer.  We’re in uncharted territory.   My company (Mercatus), along with

The Mercatus promise in the face of global adversi...

SAN MATEO, Calif – MARCH 6, 2020 – As the Coronavirus (COVID-19) continues to spread, we want to share with you the actions our leadership has prepared. At Mercatus, we have a heightened awareness of our responsibility to our employees, customers, and partners. While this developing global situation continues to grip markets and headlines with

Mercatus CEO’s Letter to Investors: Why BlackRoc...

What cannot be measured cannot be improved: Why BlackRock’s new standard for investing in sustainability will require a data strategy to support it.   Dear Investor, By now you’ve heard about BlackRock CEO Larry Fink’s annual letter to corporate executives in which he addresses the need for a fundamental reshaping of finance, with climate change

5 Minutes with Mercatus | As Featured in The Drawd...

Chris Webb, who recently joined Mercatus after 10 years with FIS Investran to build up the software company’s European business… The Drawdown (TDD): What does Mercatus do, and who are your typical clients? Chris Webb (CW): Mercatus is an investment lifecycle management platform. Our main clients are real asset fund managers and investors, within the infrastructure,

ESG Trifecta: Strategy, Technology, and Process

Written by Joe Indvik and Ali Mamujee. The real asset industry is under increasing pressure from investors and stakeholders to improve environmental, social, and governance (ESG) practices. According to BlackRock’s most recent Global Real Asset Outlook, the real asset sector received $203B of cash inflows in 2018. Infrastructure had its second consecutive record-breaking year with $85B raised.

ESG Trend: Monetizing Sustainability

Last week I was privileged to attend the Equilibrium Capital Sustainability Forum.  The Forum, in its 8th year, brings together Limited Partners (LPs), General Partners (GPs), Consultants, and other thought-leaders to dive deep into how Sustainability is rapidly changing the real asset investment landscape. This year’s agenda focused on the most important trend in ESG

Perspective: What the Blackrock Acquisition of eFr...

Last week’s $1.3B+ acquisition of eFront by Blackrock’s Aladdin group, along with Ipreo’s 2018 acquisition by IHS Markit, is incredible validation that Alternative Fund Managers are embracing technology to efficiently scale their assets under management and meet growing demands for more data transparency. The rich multiples both Blackrock and IHS paid is also indicative that

CRE market turns AI, machine learning to bolster m...

Rising costs and falling fees are putting pressure on margins for assets managers… Rising costs and falling fees are putting pressure on margins for assets managers in the commercial real estate world and beyond. At the same time, commercial real estate managers have an additional stressor –soaring construction costs and rising land prices, which are

The Data Management Conundrum in ALTs Investing

Over 50% of the most critical data are locked up in spreadsheets. There is a massive evolution happening in how investment firms now think about data – how it’s collected, accessed, managed, consolidated, analyzed. Let’s actually put this into perspective with a real-life story to bring home the growing importance of data and data reporting…

Investment Europe: Technology Innovation – E...

As fee pressure, rising costs, and intense competition continue to bear down on global asset managers, so too does the allure of two diverging migratory paths for assets. On one hand, simple strategies continue to thrive. ETFs have consistently set growth records over the past five years and seen assets under management more than double.

Enel and Mercatus unite to scale digital transform...

Mercatus leverages a successful four-year working history within Enel’s Renewable Energies Group. It has already produced double-digit productivity increases, and plans to expand the partnership. This will offer Enel’s top management end-to-end visibility and control with increased growth and profitability across all of the Group’s businesses. Key Statistics: Successfully working with Enel since the beginning

Investment Lifecycle Management: A “Top Executiv...

Fastest growing priority for energy executives: managing investment data end-to-end Top-line growth can no longer be enabled by proportional headcount; data is a key enabler of operational efficiencies Key to strategic real-time decision-making is centralized economic & technical silos across the investment lifecycle   Higher Expectations, Increasing Competition, Lower Margins – How Are You Mitigating?

The $250 Billion Profit Opportunity in Renewable E...

Project returns drop on average 250 basis points (bps) over their investment lifecycles. Here’s why.      Despite the $10 trillion of new investment expected within the renewable energy industry over the next 20 years, asset managers are facing three factors that are putting their profits at risk:   Rapidly Decreasing Power Purchase Prices

How Lack of Confidence in Investment Decisions Hin...

Lack of access to real-time, accurate data is hindering power producer’s ability to make investment decisions and limiting their chances of achieving profitable growth.   In today’s highly competitive global energy market, the ability to make accurate and timely investment decisions is an essential part of maintaining business growth. However, with dropping technology prices, evolving

What’s the Cost of Inaction?

With regulatory conditions for renewables worsening in the U.S., power producers must choose to change or suffer the consequences of inaction.  Last November when Donald Trump won the presidency, I said with confidence that there was no way he could stop the renewable energy juggernaut. The ‘economic genie’ created by the success of solar and

Using Data to Drive Insights and Cost Savings in A...

On panel at this year’s Intersolar North America, Haresh Patel talks with solar asset managers and software providers about the needs of asset managers and how they can apply data to drive insights and cost savings.    Asset management was a significant focus at this year’s Intersolar North America conference, with its own devoted sub conference hosted by SunSpec Alliance over the course of

Are Energy Executives Focused on the Right Busines...

In recent years, we’ve seen the costs of solar and wind drop rapidly. Declines in technology, installation, and EPC costs, paired with abundant supply have brought power prices to unprecedented lows. While this is great news for lower costs, the power producer’s business model is running into trouble. In a hyper competitive market, where the

Energy Independence Day

We would like to share these Independence Day reflections from one of our valued customers and company friends, Jigar Shah, president of Generate Capital.   I am a naturalized citizen, having been born in India and coming to the USA when I was very young.  I grew up in a small town in Illinois and

Trump Decides to Make China Great Again, as the U....

President Trump’s decision to leave the Paris Accord is good news for China who is now poised to be the new economic superpower and leader in clean energy development.   Earlier today at the White House, President Donald Trump announced that he will be dissolving the United State’s commitment to the Paris Accord, and plans

New Opportunities in the Face of Uncertainty: Reca...

Mercatus joined Bloomberg New Energy Finance for their signature Future of Energy Summit this past April in New York City. Now in its tenth year, this year’s show was the largest and most diverse yet, with over 1,000 attendees present from across the energy sector, including politicians, regulators, investors and more. New participation signalled major growth, given that just a few years ago the summit was still

Here Today, Gone Tomorrow: Why Digitalization is ...

With more assets for sale and consolidations underway, energy markets are going through a period of uncertainty. Why unifying IT platforms is your best chance for weathering the storm.   It’s no new news that the onset of distributed generation is causing significant challenges for businesses across the energy sector. New technologies, changing consumer demands

Solar Acquisitions Heat Up as the Market Enters In...

Here are the lessons learned from the first round of consolidations, and how companies can successfully merge this time around. Back in 2015, we noticed an emerging pattern that traditional power producers were following as they attempted to expand into the renewable energy market. At the time, a number of large utility players including NRG,

Impressions from Asia: Challenges and Opportunitie...

After two weeks abroad, Haresh Patel returns to Mercatus with new insights into the Asian project finance landscape. In this Q&A interview, we get a glimpse into both the challenges and opportunities of project development in the East.   What was the purpose of your trip, and which countries did you visit? As we look

Key Learnings from Solar Asset Management North Am...

Asset Managers look towards automation, standardization and collaboration as the future of asset management. Over 400 solar professionals from across the industry convened at this year’s Solar Asset Management North America conference in San Francisco. Over the course of two days, professionals from across the solar spectrum convened to discuss the latest trends and innovations

Growing Corporate Procurement. Who Are the Next Gl...

Corporate procurement is already quite popular in the US as companies such as Amazon, Google and Microsoft procure renewable energy to power their data centers, offices, and factories. As of last December, Amazon procured 650 MW, Google procured 565 MW and Microsoft 257 MW of clean power; the equivalent of two to three typical coal plants.

5 Reasons To Uplevel Your IT Infrastructure with I...

Energy companies are told every day they need to catch up with an evolving IT landscape. At nearly every industry conference in 2016, we were reminded of the magnitude and inevitability of digital transformation in the energy sector. From Bloomberg’s Future of Energy Summits, to European Utility Week, we were reminded again and again that

Geothermal: A Steadily Growing Power Sector

When people converse about a low carbon future powered by clean energy, they often forgot one crucial renewable resource: geothermal. Maybe geothermal power is missed since it is one of the most difficult to understand. Anyone can imagine a sunny day or a rushing river. However, extracting heat from the Earth, a kilometer below the

Global Renewable Investments: Highlights and Predi...

Another year has come in gone in our burgeoning industry; and what a year it has been. 2016 started off strong from the momentum of COP21 and the ITC/PTC extension. However, mid year we witnessed the fall of SunEdison which further stressed the need for greater compliance and responsible project financing. A wave of populist movements throughout Europe, most notably

Big Oil Goes Green: A Growing Trend in Renewable I...

These days, it seems the only time we hear from oil companies is when they are advertising their participation in clean energy development. BP has been running renewable ads for a handful of years, now — no doubt partially spurred by its poor public image, which is still recovering from the Deepwater Horizon incident. In

COP22 and the Fight Against Climate Change: Who Wi...

COP21 and CO22 sent loud messages to the market that policy continues to stand up to climate change. But with whom does the responsibility lie? Last November,  the twenty-second session of the Conference of the Parties (COP 22), and the first session of the Paris Agreement met in Marrakech, Morocco. As of mid-December, 118 Parties had ratified

Investment 2.0: The Future of Renewable Financing

In Bloomberg’s 2016 New Energy Outlook, analysts maintained that we are on track to invest $9.4 trillion in carbon-free energy, globally, by 2040. However, the report also estimates that an additional $5.4 trillion will have to be spent in order to keep atmospheric carbon levels under the critical number of 450 parts-per-million. Given our renewable investment