‘You are going to be judged by your actions in 2020’

Top tips on staying in front of investors, getting ahead of their expectations on reporting and staying in compliance.

PEF Services president and chief executive Anne Anquillare gave some top tips for getting ahead of the transparency curve as you work on Q2 valuations and continue to keep investors up to date. We categorized what we thought were the most important ones into six areas.

An ILPA poll in May suggested that some 60 percent of GPs are providing more information more frequently to investors. But 57 percent of LPs said their biggest challenge is the inconsistency of that information – essentially, they don’t know what to do with the information you’re giving them.

The good news is that the 2019 Global Alternative Fund survey from EY showed a big increase in the proportion of GPs that see enhanced investor reporting as a top-three priority, up from from 11 percent in 2018 to 24 percent.

That prioritization is a necessity to the future of the industry, Anquillare thinks. When it comes to getting investors the information they need, when and how they need it, the industry may be becoming one of “haves and have nots,” which could be fatal to its increasing, diversified growth.

Email prepared by Graham Bippart