Special Reports

Published: December 2018

As the role of the CFO expands, senior finance executives find themselves adopting more client-facing duties. For this special report, alongside SANNE, we polled 100 US-based private funds CFOs to discover the crucial part that they are playing in the fundraising process. Find out what they had to say now.

Published: November 2018

The Fees and Expenses Benchmarking Survey, produced in partnership with PEF Services, Pepper Hamilton and WithumSmith+Brown, reveals that investors are increasing pressure on funds to be more transparent. That, in addition to a crackdown by the SEC on violations, is taking disclosure to new lengths. Find out more now.

Published: March 2018

In our complimentary Valuations Special, we gather a panel of portfolio company valuation experts to find out how things have changed in the industry over the past year.

Published: December 2017

The 2017 Yearbook looks back at the key issues of concern in the fund industry in 2017 and looks ahead to what’s on the agenda for 2018. From regulatory moves to concerns over subscription lines, we recap what made the news in 2017.

Published: November 2017

The role of the CFO has changed enormously over the last two decades as the private equity industry has developed. To find out exactly what is different, alongside US accounting and advisory firm EisnerAmper, we undertook a two-year survey of more than 150 private funds finance professionals. The results of this research are presented in this supplement.

Published: November 2017

Strip away the technology of any enterprise these days, and it won’t last long in the 21st century, but today’s technologies also come with their own risks and management headaches. In this special report, we focus on how to best leverage and manage today’s technologies in private fund investing.

Published: October 2017

Earlier this year we launched our search for the top 30 private fund lawyers under the age of 40. In total, 129 profiles of high achieving lawyers based around the world were submitted. These nominees were whittled down to a final list of 30 based on their career progress, their client base, notable work to date and their X Factor. The list is the focus of our Legal Special.

Published: September 2017

With private funds accounting playing an increasingly important role for private equity professionals, pfm has compiled an Accounting Special. In it, we discuss the increased complexity of private funds accounting; look at changes to partnership auditing rules; and examine how firms should tackle unicorn valuations.

Published: August 2017

In this special report, we provide an overview of global private fund regulation – how far we’ve come and what to expect over the coming year. We also look at what fund managers want to see from potential regulatory reform, and how legislation affecting private fund structures has been modernized in a number of countries over the past 12 months.

Published: July 2017

In our Investor Relations special, we take a look at how to keep limited partners happy from a number of different angles. We ask two first-time fund managers who recently closed their vehicles above target how they convinced investors to take a chance on them; discuss the changing nature of the sales pitch with industry insiders; and look at the increasing role technology plays in investor reporting.

Published: May 2017

As we pass the fifth anniversary of private fund registration with the SEC, we’ve compiled a Compliance Special. We highlight five key takeaways from SEC enforcement actions; look at possible compliance changes under the Trump administration; and assess the potential impact of the SEC’s next big compliance initiative.

Published: April 2017

In association with Houlihan Lokey and Citco, this original research project surveyed 100 industry leaders to benchmark industry best practice in two important areas for private equity funds – valuation practice and fund administration.

Published: April 2017

Since 2004 private funds management and its predecessors Private Equity Manager and PEI Manager have aimed to help private fund managers navigate the changing regulatory and legal landscape through economic boom and bust. As the publication celebrates a landmark 150th issue, we take a look back at some industry milestones.

Published: January 2017

The 2016 Yearbook casts an eye over the key issues of concern in the funds industry in 2016 and looks ahead to what’s on the agenda for 2017. From Trump to Brexit, see how the industry plans to adapt to these times of uncertainty.