Convergence Insights

Convergence’s data-driven insights and research appear often in the news and on media platforms of all sizes. By following “Convergence News” you will gain access to our media interviews, whitepapers, ad hoc research, monthly podcasts and educational videos.
All Articles
Capital Flows
Competitive
Press Releases
Industry Knowledge
Regulatory
Podcasts
featured image for the Convergence insights post "Trusted AI Starts With Trusted Data"
November 6, 2026

Trusted AI Starts With Trusted Data

Read the Article

In Conversation with Convergence, Episode 4: George Evans, Jason McLinski of Apex Fund Services, and Irena Gershengoren of EisnerAmper Discuss Regulatory Complexity and ESG

George Evans talks with Jason McLinski of Apex Fund Services and Irena Gershengoren of EisnerAmper about regulatory complexity, ESG, the hedge fund market, and Archegos, then reviews league table growth for April 2020 to April 2021: auditors ranked 5 through 10 grew about 27% against market growth of over 12%.

George Evans
May 19, 2021

In Conversation with Convergence, Episode 3: George Evans, Tom Gandolfo of Alter Domus, and Bill Pidgeon of CohnReznick Discuss Outsourcing and Cybersecurity

George Evans talks with Tom Gandolfo of Alter Domus and Bill Pidgeon of CohnReznick about outsourcing, cybersecurity, and ESG expectations, then reviews league table growth for March 2020 to March 2021: administrators ranked 11 and below grew about 17% to 21% against market growth of about 11.4%.

George Evans
April 20, 2021

Convergence Announces Release of Three New Data-Sets To Support Our Client Base

Convergence is proud to announce the addition of three new datasets to our growing library of original content.

Joshua DeMarco
April 7, 2021

Another Sad Day in Our Financial Village

John Phinney of Convergence reflects on the need for increased rigour within the hedge fund ecosystem

John Phinney
April 1, 2021

In Conversation with Convergence, Episode 2: George Evans and Dario Pogliano Discuss Advisers Moving Down Market

Dario Pogliano interviews George Evans on league tables from February 2020 to February 2021: administrators ranked one through five grew assets about 7.5% against market growth of almost 12%, administrators ranked six and below grew almost 18% to 20%, and auditors ranked 5 through 10 grew about 20%.

George Evans
March 15, 2021

Form ADV Tips

John Phinney identifies five common Form ADV filing mistakes that signal weak compliance culture: unnamed key executives, inconsistent Part 1A/Part 2A disclosures, inaccurate Part 1A figures, missed interim updates, and inconsistent titles across regulatory forms. He frames filing quality as a relative measurement against peer advisers.

John Phinney
March 10, 2021

In Conversation with Convergence, Episode 1: George Evans and Dario Pogliano Discuss January 2021 League Table Trends

Dario Pugliano interviews George Evans on league table trends from January 2020 to January 2021: over 5,900 net new private funds, $2.35 trillion of added assets, and fund growth about double the market’s 7% at administrators ranked 11 and below and auditors ranked 5 through 25.

George Evans
February 16, 2021

Convergence 5th Annual ODD Survey

Convergence's 5th Annual ODD Survey, covering 2020 data, found manager allocations held steady versus 2019 while dedicated ODD resources grew only marginally, which Convergence attributed to COVID. George Evans and John Phinney both commented, and 100% of respondents again called ODD value-adding.

John Phinney
February 9, 2021

Convergence Annual 2019 Operational Due Diligence Survey

Convergence's 2019 ODD survey, the fourth and most detailed installment of its annual series, found private equity investing outpacing hedge fund investing among respondents, workflow adoption in ODD models rising from 60% to 80% year over year, and 100% of respondents calling ODD a value-adding activity.

John Phinney
February 24, 2020

Reducing your Chances of Being Victimized by Bad Behavior- Recognizing Red-Flags and Risk in an Asset Manager’s Business

Convergence studied 100 SEC enforcement actions against investment advisers and found a multi-functional CCO in 67% of them. Its white paper also tracks 3,000 private fund managers from 2014 to 2019, comparing independent and multi-functional CCO models on trend and asset growth.

John Phinney
February 13, 2020

Convergence Annual 2018 Operational Due Diligence Survey

Convergence's 2018 ODD survey, the third installment in its annual series, found manager allocations held steady versus 2017 while dedicated staff and technology resources grew only marginally. Co-President George Evans noted "consistent trends over the last 3 years," with 100% of respondents calling ODD value-adding.

John Phinney
March 20, 2019

LP Fund Expense Disclosures: Convergence’s 2019 Ranking of the 10 Most and Least Common Categories

Convergence mapped fee and expense disclosures from 4,477 non-exempt private fund advisers to 50 standard expense types as of February 2019, ranking the 10 most and 10 least commonly disclosed categories. Compliance expense disclosure rose from 27% to 67.02% of advisers over three years.

George Gainer
March 12, 2019

Let's Connect

See three live signals against your book. Request a 30-minute demo
with the Convergence team today.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
HomePlatformSolutionsInsightsAboutKnowledge Center
1266 East Main Street  |  Suite 700  |  Stamford, CT 06894
© 2026 Convergence  |  Privacy Policy  |  Cookie Policy
A Lite Studio Production