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Investor Reporting

The service provider is looking to augment its ESG advisory moving forward.
With investors asking for greater transparency, the new platform streamlines investor reporting, allocations, capital calls and portfolio accounting.
businesswoman calculating finances
The technology provider’s industry survey found that investment firms’ support staff work longer hours than they think, and suggests tech can make their work more efficient.
An Intertrust Group survey shows gaps in expectations regarding how often to make performance and ESG data available.
'Super carry' provisions letting GPs keep more than the traditional 20% help boost larger funds' profit-sharing proportions.
The fast-approaching implementation of the SEC’s new marketing rule has compliance teams asking a lot of questions about how to stay in bounds, while managing cultural changes within their firms.
The commission proposed rules for the first time that would outright ban certain practices – a move away from the commission’s traditional focus on making sure GPs are providing LPs with appropriate disclosure.
EisnerAmper managing director Angela Veal highlights the biggest potential accounting mistakes in executing de-SPAC transactions.
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.
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