Opus Fund Services is pleased to share we have successfully completed our annual ISO27001:2022 assessment by an independent audit firm, retaining the highest “Optimized Maturity” rating for the seventh consecutive year.

This outcome reflects the robustness of our controls, governance, and overall strength of our information security management, cybersecurity, and data privacy frameworks supporting our key services and product offerings, as well as Opus’ demonstrable ability to continuously and proactively adapt to a dynamic cyber threat landscape.

A maturity assessment is a comprehensive evaluation of an organization’s security program against the rigorous ISO27001:2022 international standard for information security. Unlike a risk assessment, which identifies specific vulnerabilities, a maturity assessment asks, “How capable, repeatable, and resilient are our company’s security operations as a whole?”

Per Opus’ Head of Cybersecurity, Dr. Kuljeet Kaur, “Sustaining this level of maturity across the evolving ISO27001 standard is a significant achievement and a testament to Opus’ commitment to excellence across our processes, people, and technologies in place to manage security risks.”

Ireland is currently in the advanced stages of adopting the EU’s Network and Information Security Directive (NIS2) into national law by its forthcoming National Cyber Security Bill.

NIS2 establishes a strengthened regulatory framework aimed at achieving a high common level of cybersecurity, operational resilience, and incident reporting consistency across the European Union.

The Directive introduces stringent operational and reporting standards for organizations deemed to be in critical sectors such as financial services, energy, health and transportation. Opus Fund Services is subject to these enhanced requirements as an in-scope Essential Entity.

As such, we are pleased to announce that Opus currently satisfies all applicable requirements under the NIS2 Directive and that our information security and governance frameworks are compliant with current and anticipated Irish enforcement expectations.

Opus has implemented a comprehensive set of technical, organizational, physical, and people-based controls addressing all core NIS2 risk management domains. These measures include:

• Network & information system security

• Business continuity & disaster recovery

• Supply-chain & third-party risk management

• Incident detection, response, and recovery

Thank you to Dr. Kuljeet Kaur and our world-class in-house cybersecurity team for keeping Opus positioned at the forefront of these critical regulatory advancements.

We’re excited to announce that Robin Chisholm has joined the Opus Fund Services team as Regional COO, EMEA to lead our fund administration operations in the region.

Based in Opus’ Glasgow office, Robin brings over 20 years of financial services experience at BlackRock and Morgan Stanley, with a deep understanding of operational excellence and risk management plus a proven approach to scaling systems and teams.

Read the press release:

https://www.prnewswire.com/news-releases/opus-fund-services-appoints-robin-chisholm-as-regional-coo-emea-302765624.html

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We’re thrilled to announce that Lindsay Muldoon is joining Opus as Head of Sales, Americas to drive our continued expansion in this key market.  Based in Opus’ New York City office, Lindsay will be leading our regional growth strategy, including new client acquisition, partner relationships, and GTM initiatives. Lindsay brings over 20 years of experience in delivering solutions for both hedge funds and private equity managers across global fund administration, operational outsourcing, and custody solutions.

Read the press release:

https://www.prnewswire.com/news-releases/opus-fund-administration-appoints-lindsay-muldoon-as-head-of-sales-americas-302747249.html

We’re grateful to Stephanie Sirois for spending time with us in the Opus Open Kitchen!

The “Opus Open Kitchen” podcast features valuable personal and professional insights from leading alternatives investment industry professionals.  Our latest episode, “Beyond Performance - Elevating Operational Due Diligence” explores how operational due diligence (ODD) have evolved from a perceived check the box exercise to a powerful determinant on whether a fund manager gets allocated capital.

Stephanie is the Co-Founder and Managing Principal of Channel Diligence, a global ODD advisory firm delivering deep industry expertise to both allocators and fund managers across every stage of the investment lifecycle, with an emphasis on institutional-quality operational due diligence. Thank you Stephanie for sitting down with Opus’ Leo LaForce to share your expertise on:

·         Why ODD increasingly matters to investors

·         Impacts of this trend on emerging & established managers

·         What Operational Excellence really means

·         Importance of service provider selection

·         Red flags and mistakes to avoid in ODD

·         Institutionalization as a competitive edge

Read the press release:

https://www.prnewswire.com/news-releases/opus-fund-services-discusses-the-elevation-of-operational-due-diligence-with-channel-diligences-co-founder-stephanie-sirois-302745920.html

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Opus Fund Services is excited to be welcoming Stephanie Sirois to our "Open Kitchen" podcast series!
 
Stephanie is the Co-Founder and Managing Principal of Channel Diligence. Formerly Global Co-Head of Operational Due Diligence at UBS, Stephanie brings over 20 years of industry experience across hedge funds, private credit, and co-investments. Stephanie leads Channel Diligence's US operations, leveraging her allocator background and global perspective to deliver institutional-quality ODD and advisory solutions.
 
Catch Stephanie and host Leo LaForce's conversation on "Elevating Operational Due Diligence", coming soon in April on Apple Podcasts, Spotify and YouTube.

Modern fund managers need faster, more flexible access to their fund data than traditional administration reporting provides. Direct API connectivity with Opus Fund Services solves for this disconnect by offering seamless, on-demand availability to operational, portfolio and investor data. Empowering our clients’ businesses with better decision-making, improved productivity, and highly scalable infrastructure.

Instead of waiting for static reports, fund managers can use APIs to retrieve critical information directly from Opus systems in near real-time, including immediate access to NAVs, positions, cash balances and investor activity. API connectivity eliminates the inefficiencies and risks associated with manual downloads, data re-entry, spreadsheet manipulation, and email-based report transmission.

Opus APIs also enables seamless integration of our data directly with our clients’ own technology stacks, including internal data warehouses and applications, as well as third-party portfolio management systems, risk and compliance systems, and shadow accounting platforms.

This structured data access helps fund managers create a single, consistent source of truth across their organizations, strengthen control environments, support advanced portfolio and exposure analysis, and develop a scalable enterprise data architecture as they grow and manage additional funds.

Direct API access transforms Opus into a dynamic data partner for fund managers looking to streamline operations, deliver enhanced insights to investors, and build a future-ready investment platform.

Opus. Engineered for Growth.

Voting for the 2026 Hedgeweek European Awards is now open!  Deadline is Friday April 3rd (midnight GMT) and you can vote using this link:
https://hwawards2026.evalato.com/public-evaluation/20301

Opus Fund Services is proud to share we’ve been shortlisted by Hedgeweek as Best Administrator in multiple categories:

·      Client Services
·      Technology
·      Startup & Emerging Funds

We thank Hedgeweek® for recognizing our differentiated offering and are grateful to all our clients for their continued trust and enthusiastic support.

These nominations reflect strengths of the Opus operating model, delivering institutional-quality, scalable infrastructure to fund managers of all stages and using intelligent automations to empower our teams to proactively service clients and their investors.

Opus. Engineered for Growth.

Private markets COOs and CFOs are increasingly looking for their administrator to be a value-added partner, not to just help cut costs, but to better capitalize on opportunities:

·       Scale that keeps pace with asset and investor base growth
·       Actionable data to meet a wide range of reporting needs
·       Automated support of hybrid and semi-liquid structures
·       Controls and transparency to amplify investor confidence

Fund managers trust Opus Fund Services to deliver accurate, predictable outcomes, which enable them to focus on managing their portfolios and investor relationships. Underpinning this trust are the ways in which Opus has transformed the administration operating model for supporting private markets funds, including:

·       Cloud-native, intelligently automated infrastructure
·       One database as single source of truth for all use cases
·       One automated engine for NAV and waterfall calculations
·       Co-sourced tools & workflows providing efficient oversight

A big reason for our momentum - we’re not just (award winning) portal software. We gladly provide “open kitchen” transparency to managers and allocators during due diligence to show that real accounting work is being done behind the scenes, without the spreadsheet dependencies, fragmented platforms, and hidden operational risks of legacy fund administration.

Instead, Opus offers technology designed specifically for private markets, including real-time cap table management, digital personalized capital calls, and dynamic on-demand reporting for LPs. Exponentially increasing efficiency while reducing costs and risks.

Opus. Engineered for Growth.

Opus Fund Services is excited to share our shortlistings in the With Intelligence 2026 European Services Awards for Best Overall Administrator, plus Best Administrator for:

· Client Service
· Technology
· Boutique & Emerging Managers
· Private Equity / Credit
· Private Equity / Credit Client Service

We're appreciative to With Intelligence for this acknowledgement of our offering and to our clients for their continued advocacy.

Opus is proud to be increasingly viewed as the administrator of choice for fund managers of all strategies and lifecycle stages who value a tech-forward, scalable partner that keeps pace with their growth and provides the proactive client and investor service they deserve.

Opus. Engineered for Growth.

We’re proud to announce that Bramshill Investments has selected OpusFundServices as fund administrator for its Bramshill Debt Opportunities Fund, Ltd

The Naples, Florida-based fund manager, with over $8 billion under management, is a recognized leader in alternative investment strategies across the fixed income universe

Read more about this exciting partnership in our press release here.

Opus is excited to introduce SmartWire, a new digital solution that streamlines the expense submittal and wire request processes for fund managers while strengthening controls.

SmartWire uses proprietary intelligent document processing (IDP) to improve the accuracy, efficiency, and security of the expense payment process for Opus clients while enhancing the user experience.

Fund managers benefit from intelligent automation plus human assurance with SmartWire.

Please read more about SmartWire here: https://www.prnewswire.com/news-releases/opus-fund-services-innovates-with-smartwire-302652713.html?tc=eml_cleartime

We’re excited to share that for the fourth consecutive year Opus Fund Services has been awarded Administrator of the Year in the 2025 Global Custodian Industry Leader Awards.

In addition, Opus was also awarded Best Technology and Best Client Service & Relationship Management among fund administrators, reflecting the synergies between our intelligently automated platform and responsive in-country client service model.

We thank Global Custodian and are grateful to our clients for their continued enthusiasm and loyalty towards the Opus offering.

Please read more about our awards performance here

Happy one-year anniversary to Mel Sutton and congratulations on scaling ALTALLO to a truly global alternative investments ecosystem. The fact that so many milestones have been achieved in such a short amount of time speaks to the effectiveness and timeliness of the platform.

As investor expectations continues to rise and the challenges to differentiate intensify, fund managers who combine innovative technology with scalable, institutional-grade infrastructure and risk management will have a long-term competitive edge.

Opus Fund Services is proud of our fund administration partnership with Regents Gate Capital and to have been an early adopting member of ALTALLO.

Please read more about the impactful networking connections ALTALLO delivers here: https://www.prnewswire.com/news-releases/altallo-celebrates-one-year-of-milestones-pairing-regents-gate-capital-and-opus-fund-services-302634467.html?tc=eml_cleartime

While many legacy fund administrators are still relying on manual processes and spreadsheets during critical peak volume periods, Jill explains that Opus and our clients have long benefited from digital solutions, automating critical areas as NAV calculations, capital calls, and financial reporting in just a few clicks.

Thanks to Jill for sharing how our unique technology gives Opus the bandwidth and productivity to provide differentiated levels of service and value for all our clients.

Laura Clarke, Vice President of Client Solutions, shares why clients feel like valued partners at Opus and how every client receives a dedicated Client Relationship Manager with a deep understanding of their business and investor requirements.

Clear accountability. Timely answers. And long-term, trusted relationships.

Opus. Engineered for Growth.

Stephanie Lavin, Senior Vice President, shares how a day in the life of an Opus fund accountant is not what you'd think. And how the unexpected results in consistent, timely, accurate NAVs.

Experienced accountants, using good judgement, empowered by intelligently automated technology.

Opus. Engineered for Growth.

Geoff Appleby, EVP of Enterprise Architecture at Opus Fund Services, shares how the Opus platform is engineered differently - so we continuously evolve with the industry and remain the best long-term partner for our clients.

Dynamically simple, exponentially scalable, intelligently automated.

Opus. Engineered for Growth.

Opus Fund Services is excited to share we’ve been awarded “Best administrator: Technology” by With Intelligence in the HFM US Services 2025 Awards.

We appreciate their recognition of our industry-first Digital Back Office, which pioneers the use of intelligent automations to mitigate operational risks and enable us to get things right, faster, in new ways that free our teams to provide the proactive client service traditional administration cannot.

We’re also thankful for our clients, who help us continuously evolve our award-winning platform with their feedback and insights, and proud to increasingly be the administrator of choice for fund managers of all strategies who value a tech-forward, scalable partner that keeps pace with their growth.

With Opus, managers at every stage can benefit from our proprietary institutional-quality infrastructure, engineered to meet the highest standards for controls, cybersecurity, and data privacy. Plus, the transparency and on-demand reporting to satisfy the more rigorous investor expectations.

Opus. Engineered for Growth.