Archives for January 28, 2026

In a private equity fund, net asset value (NAV) is the fund’s net value at a point in time: the value of its assets minus its liabilities. At the fund level, NAV answers a simple question: “What is the fund worth today after we account for what the fund owes?” That fund-level NAV is then…

Choosing the right investment management CRM isn’t about picking the flashiest “sales” tool. Asset managers need a system that supports complex relationship hierarchies (firms, consultants, intermediaries, stakeholders), tracks distribution and servicing activity, and keeps teams aligned on the pipeline without breaking compliance or creating data chaos. Below are three CRM solutions worth shortlisting in 2026,…