Insights Survey 2021: Methodology

How we conducted the Private Funds CFO Insights Survey 2021

PEI’s Research & Analytics team surveyed 100 US private fund CFOs in August and September 2020. We wanted to know how the role of chief financial officer is changing and how firms are responding to covid-19-related challenges. The survey is US-centered, and so we surveyed firms from every region across the country.

We targeted CFOs, but if they were unavailable we asked for responses from other professionals, including COOs and controllers, provided they were aware of their firm’s practices.

Emails were sent to the most appropriate professionals at all the leading US private fund management firms. We asked respondents to fill out a short questionnaire, the results of which were collated and analyzed by PEI’s team of research analysts.

The survey is entirely confidential. No names of the individuals or firms that responded are revealed.

While the emphasis is on private equity, firms managing mezzanine debt, real estate and infrastructure funds have been included too. Many of the challenges facing private equity firms are just as relevant to managers of other closed-ended alternative asset classes funds. The survey reflects the full perspective of the US private fund management community.