How to SFDR
11.11.2024 – Articles
Exploring the persistent SFDR challenges firms are facing and how they are best advised to manage them in practice.
Topics
36 results for "Investor Reporting"
Geopolitical uncertainty reshaping investment strategies
21.10.2024 – Articles
PGIM’s 2024 Global Risk Report, based on the findings from a survey of 400 institutional investors managing $9trn in assets, underscores the need for resilient investing strategies in an increasingly unpredictable world.
The COO and succession
14.10.2024 – Articles
Federated Hermes’ COO Karen Sands details the technical side of the succession process, including LP communication, tackling regulatory requirements and managing change while maintaining stability.
The Steve Darrington Series: ep3 Risk philosophy
01.10.2024 – Articles
In this episode Steve explains how his particular outlook on risk evolved, the roots of which trace back to a formative litigious incident in his early career.
The $25bn clawback liability
26.09.2024 – Articles
New study reveals scale of clawback risk created by the American waterfall structure.
Power switch
25.09.2024 – Articles
As funds continue to digitise, is switching fund admin getting any easier? We sat down with IQ-EQ’s Justin Partington to find out.
LPs can do better
17.09.2024 – Articles
Anthony Kwesi Hagan, founder and head of research at Freedomization, turns the ‘fault-seeking magnifying glass inwards’ and calls out LP behaviours not conducive to a constructive relationship. These include: giving false hope, ghosting, lecturing and being just plain rude.
ILPA opens for public comment on reporting standards
07.08.2024 – Articles
From August 6th to October 11th, the trade body is gathering feedback as it seeks to improve its reporting and performance templates.
Developmental guidance
29.07.2024 – Articles
ILPA’s much anticipated NAV facility guidance has arrived but, with signs the industry is already regulating itself, how necessary are the recommendations?
Information overload
24.07.2024 – Articles
“1,600 questions and all in different formats; it’s killing us.”
How GPs are responding to ever-mounting information demands from investors
Career path of most resistance
23.07.2024 – Articles
Challenging market conditions add new pressures on already overloaded CFOs.
Reporting automation: The new benchmark for best practice operations
22.07.2024 – Contributors
Improvements in technology and the availability of enterprise data management solutions provide the potential for dramatic efficiency gains and on-demand reporting for GPs seeking to evolve their reporting and analytics
European CFO sightings
19.07.2024 – Articles
(not that kind of CFO)
CFOs (collateralised fund obligations) are commonplace in the US as means of raising fund level liquidity, however interest in these products is starting to warm up in Europe.
Proof feeder
16.07.2024 – Articles
The continued push to open up private capital funds has seen some compelling innovations in the market in recent years – notably the ELTIF and LTAF fund structures – but given the liquidity demands of retail investors, is there an easier way?
Melting pot
15.07.2024 – Articles
The LP view on tools being deployed by GPs to boost liquidity in the slowest exit market, ever.