Why private market firms are turning to trusted partners to fulfil growth ambitions

As winners of the 2022 Global Custodian ‘Private Market Initiative of the Year’ Award, Apex Group received industry recognition for the success of their innovate platform that services the private credit market.
By Apex Group

Apex Credit Data Lens

The Apex Credit Data Lens allows asset managers to securely access their credit portfolio from any device and provides a detailed breakdown of portfolios and performance. Customers can tailor and adapt their Credit Data Lens to meet their unique preferences.

With an increased interest in credit strategies, Apex Group’s robust Credit Data Lens provides unparalleled visibility of portfolios to ensure a seamless data flow through all aspects of a fund.

Private debt remains an attractive asset class

In less than 10 years, private debt and infrastructure debt has taken off and matured to become an asset class in its own right. In the early days, institutional investors were looking to diversify away from falling returns on sovereign and corporate bonds. Private and infrastructure debt investments exhibited cashflow predictability and longer durations that were particularly attractive for liability matching investors, along low default rates and less correlation to economic cycles.

The key evolution has been the diversification of strategies, with higher risk acceptance on the part of LPs as to the underlying investments. Looking at underlying assets in private debt and infrastructure debt, they offer an avenue to putting sustainable
principles into action, because some have a high carbon footprint to start with. In 2021 and 2022 the market experienced a flurry of new funds, with GPs ready to embrace the opportunity created by regulatory change, particularly in the EU.

Innovative products for a maturing asset class

The demand for an innovative solution that keeps managers and investors more informed and in control was fulfilled with the Apex Credit Data Lens.

Apex Group is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With clients at the heart of everything we do, our team has successfully delivered on an unprecedented growth and transformation journey with more than 10,000 employees across 50 offices worldwide.

Our single-source solution enables us to deliver an extensive range of services across the full value chain, to asset managers, capital markets, corporates and family offices. We have continually improved and evolved our capabilities to offer the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody, super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory services for private markets. These services are tailored to each client and delivered at both a Group level and via our specialist subsidiary brands.

Driving positive change now and in the future

With a flurry of new ESG themed funds set to launch in 2023, GPs need to be ready to embrace the opportunity created by regulatory change. With long-term assets being backed by investors, the shift to sustainable investing has been dramatic in the debt space in a relatively short space of time. The Sustainable Finance Disclosure Regulation has precipitated a move to more prescriptive disclosures, and GPs are now grappling with that requirement for additional granularity. Innovate tools like the Apex Credit Data Lens and the Group’s single source solution offering will continue to push the boundaries and give managers the competitive edge in the industry.