Investor Reporting

A puzzle made up of the grey silhouettes of businesspeople. A hand is placing the final puzzle piece, which has a blue silhouette
The trade group has opted for continuity after the post became vacant in June.
As regulation and voluntary initiatives are starting to create alignment around ESG expectations in private equity, how does the PRI maintain its allure for private equity firms?
Market is surviving the choppy credit climate, but increased ESG scrutiny is holding some would-be issuers back.
Private equity managers are relying on different methodologies to calculate net performance as the Marketing Rule’s compliance date passes
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.
Golden eggs as metaphors for carried interest.
'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.
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