Ocorian Nordic Trustee

Company posts

New study reveals that private equity is set for a surge in traditional exits despite regulatory headwinds

An Ocorian study of 300 senior executives at private equity firms shows that 78 per cent expect a surge in traditional exits over the next two years, whilst 98 per cent anticipate rising realisations. The biggest hurdles are regulation, exit readiness, a lack of buyers and valuation gaps.

Ocorian survey reveals that the modernisation of carry allocation is accelerating across the private equity sector

An Ocorian study of private equity managers (USD 3.511 billion AUM) shows that the modernisation of carry allocation is gathering pace; 84 per cent expect this trend to accelerate. The drivers are more complex fund structures, regulation and taxation; points-based systems and phantom equity are gaining significant ground.

Markets Private Equity

Ocorian study reveals that private equity fund managers are focusing on evergreen and hybrid launches

A study by Ocorian shows that private equity fund managers are primarily opting for hybrid and evergreen structures when launching new funds. New distribution channels are driving the change; fee structures are becoming more performance- and tier-based. Inflows are rising, particularly from pension funds.

Markets Private Equity

Ocorian study reveals US is best for private equity fund raising, but fund managers are increasingly looking overseas

An Ocorian study shows that although 55% of the private equity managers surveyed see the greatest fundraising opportunities in the USA, many are looking abroad. 87% are reacting to US economic and geopolitical hurdles; 37% expect ≥50% of the funds to continue to come from the USA.

Markets Private Equity

Ocorian says smaller boutique fund managers and specialist real estate funds to be most affected by FCA consultation paper on the AIFM sector

The British FCA is consulting CP26/28, a comprehensive reform of the AIFM regime. Ocorian expects a particularly strong impact on smaller boutique managers and subliminal real estate funds. The full effect is not expected until 2028; managers should plan early.

Dynamics

Ocorian study reveals significance of regulation in determining fund structures in private equity

An Ocorian study shows that regulation shapes fund structuring in private equity. North America is considered the most complex market ahead of Europe, despite recent relaxations in climate and ESG rules. Many managers consider regulatory fragmentation to be underestimated.

Markets Private Equity

Study reveals private equity fund managers don't have AI use policies for compliance

An Ocorian study shows that most private equity managers do not have formal guidelines for the use of AI in compliance, but use AI widely for regulatory reporting. 69% use AI there; only 5% have compliance guidelines, 89% in investment decisions.

Markets Private Equity

INFLATION AND INTEREST RATES 'BIGGEST CHALLENGE' FOR INFRASTRUCTURE LENDERS

A study by Nordic Trustee (Ocorian) surveyed infrastructure and private credit managers as well as bankers in UK, DE, CH, FR, IT and SE. The result: Inflation and interest rates are the biggest challenge for infrastructure loans; Regulatory/political and market risks dominate, brownfield is preferred.

Infrastructure Markets Private Debt

Study reveals disciplined infrastructure lenders focus on project finance and mezzanine

A study by Ocorian Nordic Trustee shows: Disciplined infrastructure lenders prefer non-recursive project financing (33%) and mezzanine (32%); Senior debt with equity co-investment leads the way in terms of risk sharing (62%). Geopolitics strengthens local projects; hybrid and preferred equity structures are on the rise.

Infrastructure Markets Private Debt

Study: Cautious optimism is driving European infrastructure lending

A study by Ocorian Nordic Trustee sees moderate growth in the European infrastructure credit market: 83% expect stable demand, boom not in sight. Hotspots are DACH and UK & Ireland; leading segments: defense and energy transmission, partly overcrowded with renewables.

Infrastructure Markets Private Debt