Schroders Capital selects Colmore for integrated portfolio monitoring

London, United Kingdom (February 27th, 2023) Colmore is delighted to announce their latest client engagement with the Private Equity business of Schroders Capital, a global private assets investment manager with a total of $87.8 billion assets under management. After an extensive and competitive selection process, Colmore will be partnering with Schroders Capital to deliver data management solutions for its private equity portfolio.

As part of the partnership, Colmore will support Schroders Capital’s data management processes and deliver enhanced solutions for their client tax reporting and portfolio monitoring. Colmore’s team of experts from the INSIGHT, FAIR, and Tax teams will provision a tailored service and technology delivery plan to meet Schroders Capital’s specific needs.

“We are pleased to partner with Colmore on this initiative,” said Sven Gasser, Head of Operations Private Equity at Schroders Capital. “Their expertise in data management and innovation makes them an ideal partner for us as we aim to streamline our processes and improve our portfolio monitoring capabilities. We are looking forward to working closely with Colmore to deliver value for our clients and drive innovation in the coming years.”

Arjan Oosterheert, Private Equity Tax Director at Schroders Capital, added, “Colmore demonstrated a fundamental understanding of the detailed level of tax data we require to prepare the tax reports for our clients. Their services will also allow us to further automate the tax reporting process. We look forward to driving innovative solutions with the Colmore team.”

“We are thrilled to partner with the Private Equity business of Schroders Capital on this new engagement,” said Ben Cook, CEO of Colmore. “Our focus on innovation and expertise in data management, coupled with our STRIDE platform’s capabilities and our latest release of HELIOS 3.0, will help support Schroders Capital in driving operational efficiencies and providing a superior client experience. We look forward to working closely with Schroders Capital and leveraging our expertise and technology to deliver value for them.”

Colmore continue to innovate and provide their clients with leading services and they are keen to deliver value and establish a long and successful partnership with Schroders Capital.

About Colmore

Colmore, A Preqin Company, is a market-leading, technology-driven private markets investor services business focused on the Limited Partner and Allocator market. The business operates from five offices located in New York and Dallas in the US, London and Birmingham in the UK and Singapore. Colmore employs more than 260 professionals, with the business monitoring over 4,500 private market funds and 40,000+ holdings.

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