ALTALLO Weekly Digest - 20 March 2026
114 articles · Week of 20 March 2026
Member News
Vittoria & Partners : We are delighted to have been shortlisted again for the Hedgeweek® Awards , we would appreciate if people could take the time to go to vote for us .
Thrive : Thrive Client Portal Highlight of the Month: Discovery Data
Thrive : AI is reshaping infrastructure security, is your organization ready?
Solas : A busy but enjoyable week of conferences and what better way to finish off than with the AIMA Singapore Annual Forum 2026.
ALTALLO: Big thanks to Skematic for their most recent contribution to ALTALLO. A practical compliance playbook for investment firms. https://lnkd.in/eGee_K2n
STP Investment Services : BlackRock’s latest Aladdin enhancements reflect a broader industry shift toward AI‑driven investment operations.
STP Investment Services : Co‑investments and continuation vehicles promise flexibility and customization, but they also reveal something most GPs don’t anticipate.
STP Investment Services : Great turnout for "Tales From the Crypto Initiative: Investing in Digital Assets" with Cynthia Kelly at the Investment Adviser Association Compliance Conference today!
Skematic : The Skemaniacs have landed in Washington D.C.!
Repool : Repool joins ALTALLO
Gallagher : How Leaders Navigate AI: 2026 AI Adoption and Risk Survey
Comply: It’s bracket season. But in compliance, success rarely comes down to a last-minute play. It comes from the fundamentals you build every day.
CV5 Capital : From BVI to Cayman: Why Serious Fund Managers Institutionalise Their Structure
BMS Group: BMS are proud to partner with UK Business Angels Association for this year’s Early-Stage Investment Summit in London on the 26th March.
Executive: Tom Spraggs
Fund HQ: Fund HQ is thrilled to be part of the ALTALLO group.
Comply: Your compliance workload isn't getting lighter, but your team's burden can.
CV5 Capital : CV5 Capital is pleased to announce that we have joined the ALTALLO Emerging Manager Vendor Programme (EMVP).
BMS Group: As we roll out our refreshed brand, it’s the perfect moment to reflect on what truly defines us: the relationships we’ve built, and the results we deliver.
ACA Group: Wealth platforms are demanding clearer, more comparable sustainability information from private fund managers.
The Ascent Group: We are the fund administrator for TreasuryPlus (TPLUS) — a natively digital private credit fund managed by EPOCH Digital Credit and distributed across 22 channels in 6 markets via Synthesys Network.
RQC Group: The SEC’s first comprehensive update to its Enforcement Manual in nearly a decade represents more than procedural housekeeping - it signals a strategic shift in how the regulator expects investigations to be conducted going forward.
Oxford Data Plan : Oxford DataPlan is a Bronze Sponsor at the London Data Summit 2026
Fundsure: The FCA has just changed how it talks to us. Are you paying attention?
RQC Group : The CFTC and SEC have signed a significant new Memorandum of Understanding ("MOU") aimed at strengthening cross‑agency coordination and reducing long‑standing regulatory duplication across jointly overseen markets.
ACA Group: Companies House WebFiling Security Issue Identified
Alpenbridge Group: One pattern we keep seeing is that QA is often treated as a phase rather than part of the system itself.
Executive: Julio Bozzi
CBOE Global Markets : JJ Kinahan, Senior Vice President, Head of Retail Expansion and Alternative Investment Products, joins CNBC's ‘Power Lunch’ to discuss the state of the retail investor and the launch of prediction markets.
A&C Corporate Services : Physical Office Services
Quadrangle : Quadrangle joins ALTALLO
PortfolioShop: PortfolioShop: The Smart Solution for Hedge Funds, Family Offices, Broker-Dealers, Outsourced CFOs/COOs and Fund Administrators
Opus Fund Services : Modern fund managers need faster, more flexible access to their fund data than traditional administration reporting provides.
LSEG Data & Analytics : Effective risk analysis requires understanding how multiple drivers interact – for example, how changes in interest rates influence credit spreads, or how liquidity conditions can amplify market moves.
Judd Advisory : Launching a regulated business is exciting!! The FCA authorisation process does not need to dampen that.
Equilend : Short interest is building in oil shipping as risk around the Strait of Hormuz rises.
ECI: At hashtag#GlobalAltsMiami 2026, ECI sponsored a silent breakout session exploring a topic that many investment firms are actively grappling with: how to move from AI experimentation to real operational value.
Conduit Security: Fraud risk isn’t just rising in 2026...it’s accelerating. AI-powered social engineering, faster payments, and pressure on finance teams are creating a perfect storm for wire fraud and BEC.
Comply: The FCA isn’t just asking if you have monitoring in place, they're asking how it connects to identified risks, controls, and real-world outcomes.
Bare Cove Technology: Wrapping up a fantastic three weeks across our Bare Cove Technology APAC offices in Sydney, Singapore and Hong Kong!
GovernGPT: Senior IR Associate at a $108B AUM fund, after getting her hands on the first agentic DDQ filler in asset management (ahem, that actually works!)
Executive: Mamal Amini
RFA: Great to host our first client drinks of the year in Luxembourg - and fantastic to have Cristian PAUN, our Director of Business Development, representing RFA and welcoming our community.
Rival Systems : Excellent conversation. Our takeaway: the next phase of exchange innovation is not just about new products, it is about supporting them with the right market structure.
Abacus Group: Abacus Group + Tokio Marine Group are going live on March 31st at 11am ET to discuss cybersecurity preparedness for regulated firms.
The Ascent Group : We’re also pleased to share that The Ascent Group has been shortlisted in two categories at the Hedgeweek® 𝗚𝗹𝗼𝗯𝗮𝗹 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗔𝘀𝘀𝗲𝘁𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟲.
CBOE Global Markets : The Options Institute at Cboe offers free resources — including an Options Calculator, Trade Alert and Trade Optimizer — to help you make more informed decisions in the market.
Cartesian FinOp Partners : By partnering with founders of high‑growth companies to build and scale their accounting and finance capabilities, we get the opportunity to work with great people around the world.
Dashro Solutions: It usually starts with a grand promise: “𝗢𝗻𝗲 𝘀𝗶𝗻𝗴𝗹𝗲 𝘀𝘆𝘀𝘁𝗲𝗺 𝘁𝗼 𝗿𝘂𝗻 𝘆𝗼𝘂𝗿 𝗲𝗻𝘁𝗶𝗿𝗲 𝗳𝗶𝗿𝗺.”
Buzzacott: We’re delighted to be returning to Pay360 this year, taking place on 25-26 March.
Optima Partners: Optima Partners invites you to join our upcoming webinar, Latest FCA Authorisation Trends, taking place on 25 March 2026 at 2:00 PM (GMT).
RFA: My Practical Guide to Meeting the Strict Tech Demands of Today's Limited Partners
Executive: George Ralph
ACA Group: Entering the U.S. market? Make sure you understand the rules first.
Abacus Group: Cyber risk doesn’t stop at a single portfolio company — it can extend to the PE firm.
Atlas Technica : Less than 2 months to go until the With Intelligence Hedge Fund Billion Dollar Leaders Summit on 5/4-5 in Montauk, NY.
CBOE Global Markets : Cboe's filing with the SEC is the latest step in ensuring we are ready to offer overnight trading once the industry launches in December."
Cartesian FinOp Partners : Grateful to our clients and referral partners who joined us for a fantastic cocktail reception last Tuesday in hashtag#Miami at the Blue Ribbon Sushi pool at The Plymouth Hotel.
Conduit Security: Wire fraud isn’t just a closing risk anymore - it is a systemic capital risk for real estate funds.
ECI: As Microsoft Copilot matures, the question firms need to ask is no longer “Is Copilot enabled?”
Equilend : U.S. short interest data is reported twice a month — often weeks behind the market.
HaysMac: For fast-growing FinTechs, access to patient capital is often critical as the business scales.
LSEG Data & Analytics : Download our latest M&A Snapshot, created using SDC Platinum in LSEG Workspace, for an unrivalled deep dive into the M&A landscape so far in 2026.
OpsCheck: 6AM Saturday morning. You're checking emails again.
Opus Fund Services : Voting for the 2026 HedgeWeek European Awards is now open! Deadline is Friday April 3rd (midnight GMT) and you can vote using this link:
Qaike : Latest, curated, updates on the landscape of AI-driven platforms & tools for alternative investment managers.
Dashro Solutions: The industry talks a lot about "𝙊𝙥𝙚𝙧𝙖𝙩𝙞𝙤𝙣𝙖𝙡 𝙍𝙚𝙨𝙞𝙡𝙞𝙚𝙣𝙘𝙚" as a regulatory buzzword.
Fundsure: A lot of people think the ACSP deadline has gone away. It hasn't.
Optima Partners: Regulatory Alert - Retirement Security Rule
Judd Advisory: Judd Advisory join the ALTALLO EMVP Programme!!
Tags: EMVP, Member News
Company News
BMS Group: Our refresh may look like a change on the surface - but at its heart, it's built on what's always driven us: our values
Tags: Insurance, Rebrand
Abacus Group: We are proud to share that Abacus Group has been shortlisted in four categories at the 2026 With Intelligence HFM Services Awards Europe
Tags: Awards, HFM
Data & Analytics
CBOE Global Markets: Why Global Options Analytics?
Tags: Options, Analytics
CBOE Global Markets: Need reliable end-of-day options analytics? Cboe's End-of-Day Theoretical Values offers model-fitted volatility surfaces
Tags: Options, Analytics
Oxford Data Plan: With Oxford Data Plan, accuracy matters. Especially in alternative data. For HubSpot – 2025 Q4, our model estimated 289.58K Global Customers. Reported result? 288.7K Error rate: just 0.30%
Tags: Alternative Data, Analytics
Oxford Data Plan: Spotify Q4 2025 — Estimate vs Reported. Our latest tracking shows just how tight the signal can be. KPI: Total Revenue | US Error Rate: -0.46%
Tags: Alternative Data, Spotify
Digital Assets
CV5 Capital: We wrote a full guide on what actually matters to investors when evaluating Cayman funds running market neutral, basis, and DeFi yield strategies
Tags: Digital Assets, Cayman Funds
Events
ECI: ECI are excited to be supporting iConnections Global Alts Miami 2026 as Diamond Sponsor
Tags: Events, iConnections
Comply: The Comply team is heading to Future Proof Citywide – and we couldn't be more excited
Tags: Events, RegTech
RQC Group: RQC Group's Camilla Cater and Matthew Raver are heading to AIMA's Global Policy & Regulatory Forum 2026 in Dublin
Tags: Events, AIMA
Optima Partners: Optima Partners will be in Miami for iConnections — we welcome the opportunity to connect with those attending
Tags: Events, iConnections
The Ascent Group: Our USA Managing Director, Skyler Steinke, will be co-hosting a private discussion in Miami on U.S.–DIFC cross-border fund structuring and institutional tokenization frameworks
Tags: Events, DIFC
Cybersecurity
ECI: Cyber threats, compliance demands and regulatory scrutiny have made security a strategic differentiator
Tags: Cybersecurity, Compliance
RQC Group: Our new Introductory and Comprehensive Cyber Security courses have been completely rebuilt from the ground up
Tags: Cybersecurity, Training
Thrive: Navigating the Cybersecurity Maturity Model Certification (CMMC) framework can be complex, and a one-size-fits-all approach rarely works
Tags: Cybersecurity, CMMC
Abacus Group: When the average cost of a data breach is measured in the millions, "we have a policy" isn't a reassuring answer
Tags: Cybersecurity, SEC
Regulatory
HaysMac: Alongside Thistle Initiatives, we're hosting an interactive roundtable discussion focussed on the upcoming CASS 15 changes
Tags: CASS, Compliance
Comply: Regulators aren't asking if your firm uses AI anymore. They want to know how it works, who's accountable, and what happens when it gets it wrong
Tags: AI, Regulation
ACA Group: With FCA timelines accelerating, authorization success now hinges on preparation, not patience
Tags: FCA, Authorization
Optima Partners: California's Diversity Disclosure Law becomes effective April 1, 2026, and firms should be preparing now
Tags: Regulation, Diversity
Technology
OpsCheck: Real control = real-time visibility, clear ownership, automatic escalations, and proof captured as you work
Tags: Operations, FinOps
RFA: AI governance is a critical priority that every financial firm, regardless of size, must address
Tags: AI, Governance
Allasso: Proud to partner with Margarita Finance to support institutional-grade backtesting and quantitative research
Tags: Partnership, Quant Research
Omega Systems: Windows Server 2016 reaches end of extended support on January 12, 2027. Infrastructure planning cycles move quickly, especially for regulated organizations
Tags: IT Infrastructure, Risk Management
Thrive: Honored with the Cloud Services Provider of the Year award at the Private Equity Wire European Awards 2026
Tags: Awards, Cloud Services
Lanware: Office relocations aren't just about furniture, they're about technology too. IT infrastructure, data cabling, Wi-Fi, and AV systems all need careful planning
Tags: IT Infrastructure, Office Relocation
RFA: In this article, our Global Managing Director & CRO, George Ralph CITP, outlines the strategies funds can implement to scale after migrating to the cloud
Tags: Cloud, Fund Operations
Skematic: I feel so much better knowing that as long as the process is in Skematic, it's going to get done. I sleep better at night.
Tags: Operations, Workflow
Allasso: AI Will Not Replace Quants — But It Will Replace Their Workflow
Tags: AI, Quant
Fund Services
Opus Fund Services: Technology designed specifically for private markets, including real-time cap table management, digital personalized capital calls, and dynamic on-demand reporting for LPs
Tags: Private Markets, Fund Administration
STP Investment Services: How are you choosing your outsourcing partner?
Tags: Outsourcing, Fund Administration
Opus Fund Services: Managers are selecting Opus Fund Services as fund administrator for their commingled funds and to help operationally manage their SMA accounts
Tags: Fund Administration, SMA
STP Investment Services: Named winner in Fund Administration category at 2026 WealthBriefing WealthTech Americas Awards
Tags: Awards, Fund Administration
Regulatory & Compliance
Reg-X Innovations: Wrapping up a fantastic couple of days at the Eurex Derivatives Forum in Frankfurt
Tags: Events, Derivatives
Skematic: Launching a 40 Act vehicle is often framed as a distribution decision. In practice, it's an operating model shift, especially for compliance
Tags: Compliance, 40 Act
Trading Technology
Rival Systems: We're excited to announce that Rival One, our flagship multi-asset trading application, is now certified and will soon be going live for clients of Dash Prime
Tags: Trading, Product Launch
Compliance
ACA Group: This blog outlines what firms need to build a compliant, scalable framework that opens doors in one of the world's most influential financial markets
Tags: FCA, Compliance
Trading
CBOE Global Markets: Want to keep it simple and strategic? VIX, SPX & XSP let you engage the broad market with a single trade
Tags: Options, Trading
Securities Finance
EquiLend: Retail securities lending is accelerating, with some firms growing lending revenue 50%+ year over year
Tags: Securities Lending, Retail
Professional Services
Quadrangle: Quadrangle join ALTALLO
Tags: ALTALLO, Membership
Operations
Alpenbridge Group: Projects don't usually go sideways because the team isn't capable. They drift because the scope wasn't fully pressure-tested at the start
Tags: Project Management, Operations
Corporate Services
A&C Advisors: Choosing between an LLC and a Corporation is more than just a matter of preference; it can significantly impact your business's growth potential and risk exposure
Tags: Entity Formation, Business Strategy
A&C Advisors: Entity formation is one of the most important early decisions a business makes
Tags: Entity Formation, Business Strategy
Fund Administration
HaysMac: Fast-growth FinTech is exciting, but it can also hide costly tax risks...
Tags: FinTech, Tax
Market Commentary
Dashro Solutions: The Supreme Court's long awaited decision arrived and ruled to strike down the global IEEPA tariffs – an immediate, potentially massive repricing event for the markets
Tags: Tariffs, Markets
Investment Strategy
Mirae Asset Securities (USA) inc: The "set and forget" allocation strategies of 2025 won't work. The US and Asia are no longer moving in tandem
Tags: Asia Markets, Investment Strategy
Fund Operations
Fundsure: Most emerging fund managers waste £50k+ on their fund launch. Not because they overpay service providers. Because they hire 4-5 different firms who don't talk to each other
Tags: Fund Launch, Emerging Managers