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Report

Winning in Private Markets: How to Boost Efficiency to Enhance Margins and Scale with Demand

10 November 2025
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Winning in Private Markets: How to Boost Efficiency to Enhance Margins and Scale with Demand

10 November 2025

This report, produced in partnership with SS&C Advent, explores how investment firms can enhance efficiency and scalability in private markets to strengthen margins and meet growing demand. It examines the operational and technological strategies firms are adopting to modernize legacy systems, leverage high-quality data, and align front- and back-office processes. Featuring insights from leading executives across major asset managers, the discussion highlights how firms can balance best-of-breed technology with holistic operating models, strengthen collaboration, and prepare for the next phase of growth in a rapidly evolving private markets landscape.

This report, produced in partnership with SS&C Advent, explores how investment firms can enhance efficiency and scalability in private markets to strengthen margins and meet growing demand. It examines the operational and technological strategies firms are adopting to modernize legacy systems, leverage high-quality data, and align front- and back-office processes. Featuring insights from leading executives across major asset managers, the discussion highlights how firms can balance best-of-breed technology with holistic operating models, strengthen collaboration, and prepare for the next phase of growth in a rapidly evolving private markets landscape.

Category :
  • Fund Management Operations
  • Investment Strategy And Asset Class
People :
  • Aani Nerlekar
  • Adam Beeler
  • Beth Zayicek
  • Mike Kurlander
  • Pete Di Lorenzo
  • Peter Russell
  • Rich Gordon
  • Russell Newman
Companies :
  • Adams Street Partners
  • Angel Oak Capital
  • Citymark Capital
  • Prosperity Asset Management
  • PSP Investments
  • Rothschild & Co Asset Management
  • SKK
  • SS&C
Topics :
  • Asset Managers
  • Efficiency
  • Investment
  • Operating Models
  • Operations
  • private markets
  • Technology
SS&C Advent

SS&C Advent helps more than 4,300 investment firms around the world—from established global institutions to small start-up practices—to grow their business, minimize risk, and thrive. SS&C Geneva® is the leading portfolio, fund, and investor accounting solution for the alternative investment industry. It’s a highly scalable, true multicurrency and multi-asset class platform. Designed to support complex investment strategies across international markets, with the ability to manage fund, entity and legal structures, as well as fully support all transaction types and instruments, including syndicated loans and private debt. Today, Geneva is available in the cloud through Advent Managed Services, along with a customizable menu of operational services for clients to leverage. Learn more at www.advent.com/geneva

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www.stg-clearpathanalysis-staging.kinsta.cloud is a site operated by Clear Path Analysis Limited (“We”). We are registered in England and Wales under company number 07115727 and have our registered office at The Phoenix Yard, 5-9 Upper Brown Street, Leicester, United Kingdom, LE1 5TE. Our main trading address is The Phoenix Yard, 5-9 Upper Brown Street, Leicester, United Kingdom, LE1 5TE. Our VAT number is 983875650. We are a limited company.

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(f) loss of goodwill;

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We process information about you in accordance with our Privacy Policy [See Privacy Policy below]. By using our site, you consent to such processing and you warrant that all data provided by you is accurate.

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Contracts for the supply of services or information formed through our site or as a result of visits made by you are governed by our terms and conditions of supply.

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11 Links from our site

Where our site contains links to other sites and resources provided by third parties, these links are provided for your information only. We have no control over the contents of those sites or resources, and accept no responsibility for them or for any loss or damage that may arise from your use of them.

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12.2 These terms of use and any dispute or claim arising out of or in connection with them or their subject matter or formation (including non-contractual disputes or claims) shall be governed by and construed in accordance with the law of England and Wales.

13 Trademarks

Clear Path and Clear Path Analysis are trademarks Clear Path Analysis Limited.

14 Variations

We may revise these terms of use at any time by amending this page. You are expected to check this page from time to time to take notice of any changes we made, as they are binding on you. Some of the provisions contained in these terms of use may also be superseded by provisions or notices published elsewhere on our site.

15 Your concerns

If you have any concerns about material which appears on our site, please contact marketing@stg-clearpathanalysis-staging.kinsta.cloud.

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