About a-team Marketing Services
The leading knowledge platform for the financial technology industry
The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

Framework Develops Data Management Tools for Private Equity Investment Firms

Subscribe to our newsletter

Framework is addressing the reference data management challenges of private equity investment firms with a data hub and self-service reporting and analytics tool set. While private equity technology implementation lags that of other investment sectors, Framework is following the latter’s lead with a centralised approach to data that is designed to help firms navigate the changing landscape.

Paul Whapham, principal at Framework, explains: “The technology needs of the private equity investment sector are moving on. In the past, many firms implemented best-of-breed solutions for functionality such as customer relationship management, general ledger and portfolio administration, but this has become a problem as the market has changed.”

Key shifts in the market include larger allocations from institutional investors, larger funds, bigger deals and volumes of business. Whapham describes the challenges of these changes as scaling and integrating best-of-breed and other solutions. He says: “Framework addresses these problems by consolidating data from across multiple systems and allowing stakeholders in the data to use it more effectively for tasks such as regulatory and investor reporting, and to gain a better understanding of the data.”

Framework has a track record in accounting solutions for private equity investment and is evolving to offer technology components for accounting and administration, and reporting. The company also has, and is developing, an integration layer that allows Framework components to interact with installed applications. The data hub brings together siloed investment data into one database, in one standard format.

Whapham describes the benefits Framework provides as 17 years’ experience in the private equity space, a functional data management architecture that make apps part of an IT ecosystem rather that isolated solutions, and open application programming interfaces (APIs) to gather data. He adds: “From a data management perspective, we work with what clients already have, agree on where reference data is stored and who owns it, and then understand what data and meta data needs to be gathered. Typically, the outcome of using Framework is greater efficiency and reduced operational risk.”

To date, Framework has towards 20 clients and 40 employees, half cutting code in Bangalore and the other half working in London as subject matter experts, product managers and business analysts. The company’s strength is in Europe, but it is also growing presence in the Middle East and North America. Whapham concludes: “There about 2,000 organisations in the global private equity sector and about 10% of them could gain value from Framework.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: FRTB: What still needs to be done before the global deadline of January 2023?

While implementation of Fundamental Review of the Trading Book (FRTB) regulation has been delayed twice for reasons first of complexity and second of the coronavirus pandemic, the final deadline of January 1, 2023 is less than a year away. For banks in scope of the regulation, the time to put necessary risk infrastructure and data...

BLOG

A-Team Extends, Expands and Releases 2021/2022 Edition of Regulatory Data Handbook

Don’t miss the latest edition of A-Team Group’s Regulatory Data Handbook, a publication dedicated to helping you gain a full understanding of regulations related to your organisation from the details of requirements to best practice implementation. The 2021/2022 handbook covers more than 40 regulations, providing you with a detailed description of each regulation including its...

EVENT

ESG Data & Tech Summit

The inaugural ESG Data & Tech Summit will explore challenges around assembling and evaluating ESG data for reporting and the impact of regulatory measures and industry collaboration on transparency and standardisation efforts. Expert speakers will address how the evolving market infrastructure is developing and the role of new technologies and alternative data in improving insight and filling data gaps.

GUIDE

ESG Data Handbook 2022

The ESG landscape is changing faster than anyone could have imagined even five years ago. With tens of trillions of dollars expected to have been committed to sustainable assets by the end of the decade, it’s never been more important for financial institutions of all sizes to stay abreast of changes in the ESG data...