Future of Fund Services 2025: The New Era of Fund Services & Retail Investors 

The New Era of Fund Services and Retail Investors 

As retail investors increasingly enter private markets, fund managers face growing pressure to rethink their middle-office operations – especially when it comes to valuation reporting. 

In this featured interview from Private Funds CFO’s (PEI) Future of Fund Services 2025 report, Omar Mahmoud, Head of Portfolio Valuations at EY and Yann Magnan, CEO and Co-founder of 73 Strings explore how fund services must evolve to meet rising expectations – and what it takes to stay ahead. 

Key Topics Include: 

✅ The rapid rise of retail investors in private markets 

✅ Increasing frequency and complexity of valuation reporting 

✅ The shift from quarterly to monthly (or even daily) valuations 

✅ Why private credit is leading retail adoption 

✅ The role of technology in driving speed, accuracy and consistency 

✅ Long-term implications for CFOs and fund operating models 

Download the full interview to explore these insights: