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Investor Reporting

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.
The report urges fiduciaries to encourage more transparency from the industry and measure performance based on a public markets equivalent.
Brackendale Consulting CEO Fay Margo explains how to, and how not to, do an ESG report.
New disclosure and reporting requirements are set to take shape in March 2021 and will have a range of impacts on US PE managers with even minor operations within the bloc.
Large institutional managers with sophisticated data and IT systems are more equipped to handle increased transparency requests from investors, experts say.
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