Report4 min # Future of Fund Services 2025: The New Era of Fund Services & Retail Investors Explore how retail investors are reshaping fund services and what firms must do to adapt to new distribution, reporting, and operational demands. ![Future of Fund Services 2025: The New Era of Fund Services & Retail Investors](https://cdn.sanity.io/images/0lkfsbau/production/1c19f3f25b0e18e20585c24d9f0a5a8b5318f9f0-1200x627.png?q=80&fit=max&auto=format&w=3840) Published 1 April 2025 Explore with ChatGPT - [Key takeaways](https://chatgpt.com/?hints=search&q=What%20are%20the%20key%20takeaways%20from%20https%3A%2F%2F73strings.bytogether.agency%2Fllm%2Finsights%2Freport%2Ffuture-of-fund-services-2025-the-new-era-of-fund-services-retail-investors) - [Explain content](https://chatgpt.com/?hints=search&q=Explain%20the%20content%20of%20https%3A%2F%2F73strings.bytogether.agency%2Fllm%2Finsights%2Freport%2Ffuture-of-fund-services-2025-the-new-era-of-fund-services-retail-investors) - [Create action plan](https://chatgpt.com/?hints=search&q=Create%20an%20action%20plan%20based%20on%20https%3A%2F%2F73strings.bytogether.agency%2Fllm%2Finsights%2Freport%2Ffuture-of-fund-services-2025-the-new-era-of-fund-services-retail-investors) - [Other perspectives](https://chatgpt.com/?hints=search&q=What%20are%20other%20perspectives%20on%20the%20topics%20covered%20in%20https%3A%2F%2F73strings.bytogether.agency%2Fllm%2Finsights%2Freport%2Ffuture-of-fund-services-2025-the-new-era-of-fund-services-retail-investors) Claude - [Key takeaways](https://claude.ai/new?q=What%20are%20the%20key%20takeaways%20from%20https%3A%2F%2F73strings.bytogether.agency%2Fllm%2Finsights%2Freport%2Ffuture-of-fund-services-2025-the-new-era-of-fund-services-retail-investors) - [Explain content](https://claude.ai/new?q=Explain%20the%20content%20of%20https%3A%2F%2F73strings.bytogether.agency%2Fllm%2Finsights%2Freport%2Ffuture-of-fund-services-2025-the-new-era-of-fund-services-retail-investors) - [Create action plan](https://claude.ai/new?q=Create%20an%20action%20plan%20based%20on%20https%3A%2F%2F73strings.bytogether.agency%2Fllm%2Finsights%2Freport%2Ffuture-of-fund-services-2025-the-new-era-of-fund-services-retail-investors) - [Other perspectives](https://claude.ai/new?q=What%20are%20other%20perspectives%20on%20the%20topics%20covered%20in%20https%3A%2F%2F73strings.bytogether.agency%2Fllm%2Finsights%2Freport%2Ffuture-of-fund-services-2025-the-new-era-of-fund-services-retail-investors) Perplexity - [Key takeaways](https://www.perplexity.ai/search?q=What%20are%20the%20key%20takeaways%20from%20https%3A%2F%2F73strings.bytogether.agency%2Fllm%2Finsights%2Freport%2Ffuture-of-fund-services-2025-the-new-era-of-fund-services-retail-investors) - [Explain content](https://www.perplexity.ai/search?q=Explain%20the%20content%20of%20https%3A%2F%2F73strings.bytogether.agency%2Fllm%2Finsights%2Freport%2Ffuture-of-fund-services-2025-the-new-era-of-fund-services-retail-investors) - [Create action plan](https://www.perplexity.ai/search?q=Create%20an%20action%20plan%20based%20on%20https%3A%2F%2F73strings.bytogether.agency%2Fllm%2Finsights%2Freport%2Ffuture-of-fund-services-2025-the-new-era-of-fund-services-retail-investors) - [Other perspectives](https://www.perplexity.ai/search?q=What%20are%20other%20perspectives%20on%20the%20topics%20covered%20in%20https%3A%2F%2F73strings.bytogether.agency%2Fllm%2Finsights%2Freport%2Ffuture-of-fund-services-2025-the-new-era-of-fund-services-retail-investors) Copilot - [Key takeaways](https://copilot.microsoft.com/?q=What%20are%20the%20key%20takeaways%20from%20https%3A%2F%2F73strings.bytogether.agency%2Fllm%2Finsights%2Freport%2Ffuture-of-fund-services-2025-the-new-era-of-fund-services-retail-investors) - [Explain content](https://copilot.microsoft.com/?q=Explain%20the%20content%20of%20https%3A%2F%2F73strings.bytogether.agency%2Fllm%2Finsights%2Freport%2Ffuture-of-fund-services-2025-the-new-era-of-fund-services-retail-investors) - [Create action plan](https://copilot.microsoft.com/?q=Create%20an%20action%20plan%20based%20on%20https%3A%2F%2F73strings.bytogether.agency%2Fllm%2Finsights%2Freport%2Ffuture-of-fund-services-2025-the-new-era-of-fund-services-retail-investors) - [Other perspectives](https://copilot.microsoft.com/?q=What%20are%20other%20perspectives%20on%20the%20topics%20covered%20in%20https%3A%2F%2F73strings.bytogether.agency%2Fllm%2Finsights%2Freport%2Ffuture-of-fund-services-2025-the-new-era-of-fund-services-retail-investors) **The New Era of Fund Services and Retail Investors** As retail investors increasingly enter private markets, fund managers face growing pressure to rethink their **middle-office operations** – especially when it comes to valuation reporting. In this featured interview from Private Funds CFO’s (PEI) **Future of Fund Services 2025** report, **Omar Mahmoud,** Head of Portfolio Valuations at **EY** and **Yann Magnan,** CEO and Co-founder of **73 Strings** explore how fund services must evolve to meet rising expectations – and what it takes to stay ahead. **Key Topics Include:** ✅ The rapid rise of retail investors in private markets ✅ Increasing frequency and complexity of valuation reporting ✅ The shift from quarterly to monthly (or even daily) valuations ✅ Why private credit is leading retail adoption ✅ The role of technology in driving speed, accuracy and consistency ✅ Long-term implications for CFOs and fund operating models Download the full interview to explore these insights: [Download Now](https://cta-service-cms2.hubspot.com/web-interactives/public/v1/track/click?encryptedPayload=AVxigLInq1j7OdaVgfij4g77cYYfmtw7gbzo0dFG3koAMnCmob7PPi9GhvljsnehxIhOqDyRHEkkqXd1Ab8eee10s%2Fkr%2B2ZnJJRhjLZiiYH3u19xJ74dOWiQCT9m8e472YGRASV5YHS0mL3Vh7caDsD9FzRO1LvY2vrJkPePs1hSyyt8rY0fy87bPv1Ik%2BFE7eIiaVpcEuZz8xzUEL1QwEVB6aZfTa7aTtPkGmcR1mmdy7hq4is1ADNMShWGHz47xslgyFefUvTx%2B6FUfJa3CMEhcwgw9ZUOk51Nq%2F1Y2zclH65toJ%2Fpe3TGB6sf2DwAL4F7OWzsOqE%3D&portalId=46948553)