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Types of Financial Models and Their Practical Uses

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Types of Financial Models and Their Practical Uses By: Utkarsh Kaushik  February 9, 2026 Share:        In the last ten years, the position of  financial models  has experienced a paradigm shift. From being static spreadsheets designed to provide answers to very specific valuation or forecasting queries, types of financial model have transformed into decision engines, dynamically connected to strategy, risk management, execution, and optimization. With this paradigm shift, the concept of financial models itself has to be broadened. In addition to its mathematical formulation, the nature of different types of financial model is also determined by their integration with business processes. Notably, this transition from individual calculating aids to integrated decision-making tools is a result of the changing nature and needs of the markets in view. The evolving markets for financial services involve a condition characterised by a sense of increased uncer...

Private Equity Fund Administration Outsourcing for Scalable Growth

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Private Equity Fund Administration Outsourcing for Scalable Growth By: Nitin Kumar  February 5, 2026 Share:        Private equity firms are now operating in an environment where size, speed, and compliance are essential for success. As private equity funds continue to grow and their investors continue to come from all over the world, operational issues have become much more challenging. The reporting cycles continue to become shorter, the need for transparency in data continues to increase, and the need for compliance continues to grow. In this environment,  private equity  fund administration outsourcing has moved from a cost-saving exercise to a way of doing business. The latest reports from PwC and Deloitte indicate that fund managers currently devote a substantial amount of their internal resources to non-investment activities such as accounting, investor reporting, and regulatory filings. By outsourcing these functions, managers can devote more ti...

Outsourced Investment Research Driving Smarter Decisions

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Outsourced Investment Research Driving Smarter Decisions By: Prabhash Choudhary  February 2, 2026 Share:        Today’s investment environment is faster, more volatile, and far more data-heavy than it was even a few years ago. In this backdrop, outsourced investment research has grown from being a cost-saving measure into a strategic advantage. Many asset managers now rely on external research teams to gain access to specialized skills, deeper analytics, and flexible capacity without expanding internal headcount. This approach helps investment teams react more quickly to market shifts, maintain steady sector coverage, and bring added analytical depth to areas that need it the most. It also allows research bandwidth to expand or contract with deal flow, rather than staying limited by fixed internal resources. The result: sharper insights and more time for in-house teams to focus on high-value activities such as portfolio strategy and client engagement. Outsourced...

CIM Outsourcing for Firms Driving Faster Deal Execution

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CIM Outsourcing for Firms Driving Faster Deal Execution By: Akansha Agarwal  January 29, 2026 Share:        CIM Outsourcing has evolved from a tactical support role into a strategic function. CIMs remain the foundation for fundraising, M&A, and deal marketing in private equity and venture capital. However, due to the amount of analyst time involved with creating CIMs in-house as well as the amount of time and management attention spent on creating these materials, deal volume levels have jumped back. Activity timelines have shortened for many investment management firms. There has subsequently been a rising trend towards using an external CIM Outsourcing provider to fulfil these functions. It allows the firm’s investment professionals to focus on what they do best. This helps in enabling the firm to use its limited resources better. According to the 2024 Deloitte Private Markets Outlook report, more than half (58%) of mid-market investment management firms i...