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Investor Reporting

Rising expenses, and the challenge for many LPs of getting the financial data they need to justify the costs, are leading to misalignment between managers and their fund investors.
Limited partners want transparency, expertise and independence from boards, but ultimately view such qualities as unimportant to investment decisions.
The SEC under president Biden is expected to take a more aggressive role in regulating and punishing bad practices across corporate America, including private equity.
We asked 10 private markets managers whether and how they are using various ESG reporting frameworks. The answers? It’s complicated.
The pandemic caused a major increase in reporting demands for firms, but that demand resulted in greatly improved processes.
Investor reporting
Daily fair valuing of assets will be the long-term future, said valuation experts on an online panel hosted by Kroll. But what’s realistic in the nearer term?
A recent interpretation of accounting rules regarding warrants from the SEC has put the SPAC market on ice, fast. But will it affect valuations, in the long run?
Hester Peirce
SEC commissioner says the Division of Examinations’ recent alert 'raises questions of its own.'
Registered investment advisors are struggling with ESG disclosures and their policies and procedures, the SEC said in a new risk alert.
Editors from across the PEI stable jump on Zoom to swap thoughts on a growing trend in private markets: linking the cost of fund-level credit facilities to ESG performance.
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