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Investor reporting

Wednesday: IR is all about data now

It’s Wednesday so it’s investor reporting today, and an exclusive peek at some survey data as the IR, Marketing and Comms Forum kicks off in New York.

DATA SNAPSHOT: CFOs adapt to increasing demands from LPs

AltaReturn's Private Capital 2019 CFO survey shows LPs' requests for specific data have risen, and CFOs are turning to tech to answer them.
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PDI CFOs 2019: Why expanding into an adjacent asset class is like ‘starting from...

Broadening product offerings was a topic of discussion at our sister debt publication's forum among managers looking to grow in an increasingly competitive market.

Updated indictment sheds new light on Abraaj case

The document paints a picture of deceit, bribery and personal enrichment at the collapsed emerging markets firm.

Private Debt Investor’s CFOs & COOs Forum: Investor reporting made simple

CFOs share their experiences with automating their investor reporting.

Wednesday: A look forward to GIPS 2020

The CFA Institute’s updated reporting guidelines are due to launch later this month and most firms believe compliance will be a must.

Briefing: Whether GIPS 2020 will be the standard

The update to the GIPS performance guidelines should make them more applicable to private equity. What LPs do next will determine its success.

New UK fee transparency guidelines stand up to PE scrutiny

The Cost Transparency Initiative has launched templates for reporting fees and expenses to investors; managers wanting to wider their investor base should take note, write Debevoise & Plimpton's SImon Witney and John Young.
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