Carried Interest

Tim Eberle, managing director of Citco Fund Services (USA), outlines the firm’s recommended steps to reduce heightened clawback risk.

GPs see a number of benefits to tying their remuneration to impact KPIs, according to a report from The ImPact.

The tech companies’ partnership will give clients automated carry and waterfall calculations, as well as instant access to relevant data from fund documents for audits and more.

The tech provider aims to make calculating overall carry more efficient as firms struggle to attract and retain operational talent.

Provider aims to make calculating overall carry faster and less error prone, and will soon offer automated employee-specific carry calculations.

Delegates at the 2014 forum heard about the challenges around automating the carry waterfalls process – something that’s still true nearly a decade on.

Earlier efforts to reform carried interest taxation had stalled, before US Senator Joe Manchin announced on Wednesday that he and Senate Majority Leader Chuck Schumer had worked out a deal.

'Super carry' provisions letting GPs keep more than the traditional 20% help boost larger funds' profit-sharing proportions.

Pioneering fund managers are making the ultimate GP prize – carried interest – contingent on impact or ESG metrics. Is this the future?

Carried interest, capital gains and SALT all sting but worse may be coming.