Ocorian Nordic Trustee

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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.

MarketsPrivate 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.

MarketsPrivate 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.

InfrastructureMarketsPrivate 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.

InfrastructureMarketsPrivate 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.

InfrastructureMarketsPrivate Debt