{"id":1019,"date":"2025-09-16T13:03:45","date_gmt":"2025-09-16T13:03:45","guid":{"rendered":"https:\/\/iqeq.com\/ch\/insights\/operational-strategies-in-transition-insights-from-cfos-in-private-markets\/"},"modified":"2026-01-19T11:39:55","modified_gmt":"2026-01-19T11:39:55","slug":"operational-strategies-in-transition-insights-from-cfos-in-private-markets","status":"publish","type":"post","link":"https:\/\/iqeq.com\/ch\/insights\/operational-strategies-in-transition-insights-from-cfos-in-private-markets\/","title":{"rendered":"Operational strategies in transition: Insights from CFOs in private markets"},"content":{"rendered":"<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <p><em>By <a href=\"https:\/\/iqeq.com\/people\/justin-partington\/\">Justin Partington<\/a>, Global Head of Fund and Asset Managers<\/em><\/p>\n<p><strong>The past 12 months have been characterised by macroeconomic pressures and geopolitical upheaval. This turbulent investment environment has drained a significant amount of resources and time for private market managers and their chief financial officers (CFOs), who face the balancing act of ensuring operational frameworks are up to date, while also keeping up with a whirlwind of developments in technology and artificial intelligence (AI) to future-proof their organisation. <\/strong><\/p>\n<p>While fiscal conditions may be softening, the wider landscape remains anything but calm. Geopolitical risks are growing in frequency and scale, and borrowing costs look set to remain structurally higher than the previous decade.<\/p>\n<p>For CFOs, this means there\u2019s no room to take the foot off the gas. Operational discipline is critical \u2013 and there is now near-universal recognition across businesses of all types that AI is no longer a \u2018nice to have\u2019, but a strategic necessity.<\/p>\n<p>In our inaugural CFO Survey, we asked CFOs in private markets who are navigating these issues daily about the challenges they\u2019re facing \u2013 and how they\u2019re pivoting their strategies. This whitepaper brings together the perspectives of these CFOs, capturing both quantitative and qualitative insights across growth, outsourcing, technology and regulatory compliance. It also includes commentary from our own global experts to ground the data in context and provide a cross-regional lens on operational best practices.<\/p>\n<p>I\u2019d like to thank all our clients and colleagues who took the time to contribute to this research and share their perspectives and experiences. We hope you find it to be an interesting and useful read.<\/p>\n<p style=\"text-align: center\"><a class=\"btn btn--purple\" href=\"https:\/\/iqeq.com\/wp-content\/uploads\/2025\/09\/CFOSurvey2025_FA_11.pdf\">Download the whitepaper to explore the findings<\/a><\/p>\n<p><strong>Rather watch a quick summary of the key takeaways? Check out our highlights video:<\/strong><\/p>\n            <\/div>\n<\/section>\n\n\n\n\n\n<section class=\"video-player standard-spacing\">\n    <div class=\"container fade-in\">\n        <div class=\"bg-img lozad\">\n            <img width=\"553\" height=\"481\" class=\"attachment-video_player size-video_player lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/ch\/wp-content\/uploads\/sites\/15\/2025\/09\/Screenshot-2025-09-16-132047-553x481.png\" \/>            <span data-url=\"https:\/\/player.vimeo.com\/video\/1119325879\" class=\"embed-play-icon\"><\/span>\n        <\/div>\n    <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":6,"featured_media":1021,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[1],"tags":[214,215],"expertise":[15],"service_category":[],"class_list":["post-1019","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-cfo-survey","tag-private-markets"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Operational strategies in transition: Insights from CFOs in private markets | IQ-EQ Switzerland<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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