About IQ-EQ

People worldwide

5800+

Worldwide locations

25

Funds under administration

800

Assets under administration

$750+

bn

Minimum senior team experience

20

years

Supporting top PE firms*

13/15

Correct as of 6 October 2022 | *According to the Private Equity International (PEI) 300 top PE global firms list

IQ-EQ: your global partner

IQ-EQ is a global alternative assets market-leader, overseeing more than $750 billion in assets across a diverse portfolio of 800+ funds, with clients including 13 of the top 15 private equity firms[1]. Operating from 40 offices across 25 jurisdictions, we are a trusted partner for fund managers seeking excellence in back- and middle-office operations. The combination of our partnership approach, our technical and technological expertise and our reliability allows our fund manager clients to maintain a sharp focus on their primary goal: creating value for investors.

IQ-EQ offers a comprehensive range of services tailored to the needs of alternative assets managers, with expertise extending across private equity, private credit, venture capital, real estate, infrastructure and digital assets. Our team prides itself on its ability to manage a diverse array of fund structures, as well as investor and regulatory reporting requirements. Our experienced team has overseen numerous successful acquisitions and has helped fund hundreds of fund managers deliver on de novo outsourcing solutions and switch over from other administrators. We understand the human, technical and commercial challenges of completing a successful lift out.

Technology and data solutions

Supporting our time-tested processes, alternatives expertise and regulatory know-how, we have developed a sophisticated platform of integrated data and technology services, dedicated to ensuring wrinkle-free operations and elastic scalability.

MaxComply

MaxComplyTM is our cutting-edge risk and compliance workflow tool that addresses the resource-intensive challenges of onboarding, reducing operational risk as well as financial and HR burdens. By automating KYC/AML checks and other verifications, all with rigorous audit trails, MaxComply enables faster and more efficient fund launches. The system also provides a comprehensive suite of compliance officer controls to help firms manage certification and disclosure of staff personal account dealing, outside business interests, and all aspects of SMCR.

IQ-EQ data platform

The IQ-EQ data platform, powered by a global technology company, allows the seamless exchange of data into, out of and across client and IQ-EQ systems. It centralises data collection, aggregation and transmission, enabling fund managers to focus on creating value for their investors, knowing that data is securely accessible to the systems that need it. The robust architecture delivers enhanced business insights and faster, more reliable decision-making.

IQ-EQ Cosmos

IQ-EQ Cosmos is a powerful, tightly integrated portfolio monitoring and reporting suite, providing investors and managers with real-time data and expert insights. It offers clients a single point of truth through an easy-to-use online dashboard that is always accessible, on any registered device, from anywhere in the world. The dashboard itself is configurable to organisational and individual needs and is supported by a dedicated team. The system provides specific modules to handle a range of specialist use cases, including ESG and sustainability metrics.

For managers looking to thrive and grow against a backdrop of evolving regulatory directives, changing investor preferences and increased competition for capital, we believe our proven investment in long-term relationships, technical expertise and commitment to technological innovation makes us the perfect partner.

iqeq.com

[1] As published in Private Equity International’s PEI 300 – The Largest Private Equity Firms in the World


THE AMERICAS

Bermuda British Virgin Islands Cayman Islands Curaçao USA (Austin, Bedford NH, Chicago, Dallas, Fort Worth, Houston, New York, Rapid City SD, San Francisco & West Palm Beach)


EUROPE

Belgium Cyprus France Guernsey Ireland Isle of Man Jersey Luxembourg Switzerland The Netherlands UK


AFRICA

Mauritius South Africa


MIDDLE EAST

United Arab Emirates


ASIA

Mainland China Hong Kong India Japan Philippines Singapore

This document is provided for information purposes only and does not constitute legal, tax, investment, regulatory, accounting or other professional advice. For more information on the legal and regulatory status of IQ-EQ companies please visit www.iqeq.com/legal-and-compliance.