Investor Reporting

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.
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.
volatility
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.
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