Advisory and Expert Services
for Private Markets
Unparalleled expertise that connects you to the powerof Market Intelligence software platforms
S&P Global Market Intelligence’s Software Solutions Advisory and Expert Services helps private markets
fund managers and investors achieve greater efficiency for a wide range of operational functions.
Advisory and Expert Services helps investors manage resources, access the best industry expertise, and build
strategies to leverage technology solutions to meet core goals and objectives. Get tailored services for yourspecific needs and priorities with a flexible “a la carte” menu that evolves with your portfolio management needs.

Efficient resource
management
Scale your operations
without adding staff.
Gain flexibility in managing
ongoing operations,advancing key strategic
projects, and more.

Access to expertise

Strategic planningGet access to specialized
technology expertisefrom an experienced
provider with insight
into best practices used
across the industry.

Advance your strategicplanning capabilities
with capacity-building
best-practice reviews
designed to help you
streamline processes
and increase technology
adoption across the firm.

Operationalresiliency
Build continuity in youroperations withwell-documented,
professional managementof your technology
platforms. Avoid key
individual risk with built-in
third-party resiliency.

Key Services
Streamline platform management with a dedicatedPlatform Expert to assist with day-to-day managementof the iLEVEL platform. Our services support all aspectsof managing, maintaining, facilitating, and leveraging
the software. Specific services available include
data collection, reporting, and institutionalizing
the organization’s configuration.
Implement latest best practices and keep yoursolution updated through structured reviews withour team. Our SMEs will offer clients their expertise,provide timelines and make recommendations toreview and assess the state of the solution and help
bring it to an optimal state, based on best practices.

Track and report ESG data using the iLEVEL platform.
Get guidance on the best approach to managing,validating, and streamlining ESG data at your firm.
The Advisory and Expert Services team can work to definea strategy, and they can also oversee the implementationof ESG metric-tracking on an ongoing basis.
Collect and validate data for portfolio monitoringin the iLEVEL platform. The Advisory and ExpertServices team can implement quality control checks
in collection templates, validate data collected, andcreate reporting workflows to enhance transparency.

Be part of a transformative data community
Our consultants lean on their broad knowledge of implementing technology for private asset managers and yearsof experience supporting the iLEVEL platform. The Advisory and Expert Services team’s subject matter experts
have extensive knowledge of private market operations, portfolio monitoring, data management, ESG bestpractices, and beyond.

“ The Expert Services team explores the ‘art of thepossible’–a consultative approach to drive innovation inyour operating model, from industry leaders who havebeen in your shoes and know operational excellence.”
Andy McQuarrie
Executive Director, Private Markets
Advisory and Expert Services,
S&P Global Market IntelligenceHow can our team help you?
The Advisory and Expert Services team includes a mix of experience and roles. Project teams will vary dependingon the engagement, projects at hand and the timeline.
– Business Analyst: Provides the cornerstone of the global support model.
– Senior Consultant: Drives engagement and meets outlined objectives.
– Principal Consultant: Sets overall vision and structure to engagement.
– Expert/Subject Matter Expert: Provides specialized expertise in both platforms and industry topics.

Key Facts

Over 80+ years

95% of usersof combined experience across the teamsupporting and consulting with customers like you.

continue to expand their use to accelerate objectives
and streamline efficiencies.

Experienced team with atrack record of 700+ users

24/7 support availableof our multi-asset portfolio monitoring systemprovides a Best Practice perspective.

by our global team.

About S&P Global Market Intelligence
At S&P Global Market Intelligence, we understand the importance of accurate,deep, and insightful information. Our team of experts delivers unrivaled insights
and leading data and technology solutions, partnering with customers to expand
their perspective, operate with confidence, and make decisions with conviction.
S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI).
S&P Global is the world’s foremost provider of credit ratings, benchmarks,
analytics, and workflow solutions in the global capital, commodity, and automotive
markets. With every one of our offerings, we help many of the world’s leadingorganizations navigate the economic landscape so they can plan for tomorrow,
today. For more information, visit www.spglobal.com/marketintelligence.

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