Investor reporting

Large institutional managers with sophisticated data and IT systems are more equipped to handle increased transparency requests from investors, experts say.

As GPs scramble to replace live annual general meetings with digital events, Private placement agent Monument Group identifies key lessons from recent experience in attending AGMs online.

Data snapshot showing what LPs are demanding from their GPs.

Intertrust's survey of 150 private equity fund managers shows what LPs are demanding more transparency on, and what reporting improvements managers are prioritizing.

A comparison of polls on Q1 valuations expectations shows market players' angst cooled significantly as summer rolled in.

Firms learned a lot valuing their portfolios in the unprecedented chaos of the first quarter of 2020. That’s given them some clarity on Q2, but there are still some major unknowns.

The private funds industry is at a 'crossroads' when it comes to investor transparency, PEF Services' CEO said in a recent webinar. She gave tips on how to get ahead of investors’ expectations on transparency and regain their shaken trust in private markets.

The latest guidance from the LP body encourages GPs to disclose net IRR with and without the use of such facilities, in addition to the methodology used to reach that figure.

ESG ratings agencies are increasingly stepping into private markets. That could point to greater standardization in ESG, and more transparency for private equity.

Almost two-thirds of LPs are concerned about exceeding their policy target to private equity, according to a survey from the ILPA.