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Reporting & Transparency

MUFG IS launches ESG reporting tool

The reporting tool initially uses RepRisk data and MUFG IS plans to add further data sources

European GPs continue to outperform on ESG

New ratings from ASI’s 2020 ESG survey found the majority of European GPs scored highly

5 minutes with… Simon Thornton, PEARonline

Simon Thornton, founder of private equity investor portal and fundraising data room PEARonline discusses the company’s origins, the importance of secure data transmission and upgrade plans

Advisory / Consultancy: ESG award winner: Sancroft International Limited

Senior consultant Ivaylo Dimov discusses the importance of knowing what ESG means to a firm and equally what it doesn’t or shouldn’t mean

Valutico explores ESG valuations

Valutico has received a €200,000 innovation grant from the Vienna Business Agency to support the project

Rising Star of the Year award winner: Dawid Sawicki, Kennet Partners

The financial controller discusses winning the Rising Star award, stepping up to FC during the finance team's transition period and various processes, systems and the CFO forum he's implemented

CFO of the Year award winner: Steve Darrington, Phoenix Equity Partners

Partner & CFO at Phoenix discusses winning a Drawdown award, setting up processes from the very beginning as well as how he's ensured ESG continues to be at the heart of the firm

Comment: Choosing the right auditor

Karen Allan of Haysmacintyre outlines why a move to a mid-tier auditor can reap multiple benefits

Valuing a business in the Covid world

Owen Trotter, managing partner of Key Capital Partners, outlines his learnings on valuing companies in the current environment

The ins and outs of outsourcing: An evaluation guide for selecting the right vendor

InCloudCounsel CEO of co-founder Troy Pospisil says firms must "ask the tough-but-important questions about the service provider’s team, products, and business"

5 minutes with… Ian Connatty, British Patient Capital

Ian Connatty of British Patient Capital discusses the evolution of fund operations from an LP perspective, changing skill sets, and lasting impacts of the pandemic

5 minutes with… Guy Battle, Social Value Portal

As ESG’s visibility continues to increase, finding ways to measure and report efforts remains tricky. Social Value Portal’s CEO Guy Battle explains how their framework attributes monetary values to social impact

GAAP in Lux

Avega Capital Management’s Nic Mueller discusses why the Grand Duchy’s new interpretation of accounting standards is important for private equity funds

The profile: Allan Dowie, CFO of N4 Partners

The Drawdown caught up with partner and CFO of new firm N4 Partners, Allan Dowie, who discusses setting up the firm during lockdown, implementing a new valuation process and information flows

Private Equity Service Provider Awards: Winners announced

Winners of the Private Equity Service Provider Awards revealed

Apex launches tool for ESG regs

Invest Check is a tool to help financial services firms collect data to report and comply with upcoming ESG rules

The ESG tech wave

From static and infrequent DDQs to real-time, performance linked, fully integrated improvements; ESG is fast-becoming a tech play

LPs want better ESG reporting

LPs are seeking more granular detail when it comes to ESG reporting, according to Intertrust Group

Capital call levels greater than distributions

Latest findings from Triago and Cebile highlight the oddities of 2020, including the rapid rise of GP-leds

The conversation: Trends in 2021 and beyond

InCloudCounsel founder and CEO Troy Pospisil examines patterns established in 2020 and how they will impact the next few years in private capital markets

LISTEN: InCloudCounsel’s Pospisil on the future

Troy Pospisil explores how the regulatory landscape for private capital funds is evolving, how investor demands are changing and how InCloudCounsel’s offerings aim to support these developments

IPEV reiterates special guidance ahead of year end

IPEV board reaffirms that fair value is the best measure of valuing private assets

Class of 2020

A cross-section of industry practitioners share their greatest lessons of this year

2020 in review: Full speed digital transformation

A look back at private equity firms and their digital transformations in 2020

LISTEN: InCloudCounsel’s Pospisil on document abstraction

Alice Murray talks to Troy Pospisil, founder and CEO of InCloudCounsel about what it is, how it works and how it supports private equity legal teams, as well as the wider organization.

Admincontrol and Dealsuite enter partnership

The partnership combines Dealsuite's deal sourcing platform with Admincontrol's virtual data room

NAVs won’t return to pre-pandemic levels until 2022

80% of Duff & Phelps survey respondents believe up to 30% of private market investments won’t recover their pre-pandemic values until 2022 or beyond

LISTEN: InCloudCounsel’s Pospisil on private equity roots

In the first instalment of our mini podcast series, Alice Murray talks to Troy Pospisil, founder and CEO of InCloudCounsel about the company’s origins: what drove him to set up the firm and how it has developed over the past seven years.

Technology… and how it’s shaping the operating models of tomorrow

The pandemic has been a catalyst for digital transformation, but there are major challenges still to face

IR at breaking point

Can the increased GP/LP communications that took place in response to the crisis continue indefinitely, and does it need to?

WATCH: The productivity puzzle: maintaining motivation and collaboration

Watch our recent webinar, exploring where private equity needs to go next when it comes to their technology infrastructure

Apex partners with RepRisk

The partnership enables Apex’s clients to access RepRisk analytics reports and case data on private companies via Apex’s ESG rating and advisory portal

PE ESG reports “too superficial”

Brackendale’s latest survey found LPs are dissatisfied with PE ESG reports because they lack detail, are too vague and provide superficial statements on intent

UNPRI updates investor reporting framework

The new framework aims to create a shorter, more consistent structure, with more flexible and meaningful reporting outputs

PE’s response to systematic risks: room for improvement

Analysis of 100 PE firms found lacklustre responses to the triple crises of Covid, climate change and racial injustice

LPs only report half of costs

Only half of total investment management costs are included in LP financial statements, according to analysis by CEM Benchmarking

Majority of LPs unhappy with tech capabilities

Backstop Solutions Group and Mercer’s latest report found LPs waste around a third of their time on tasks that could be streamlined with better tech

WATCH: Technology…and how it’s shaping the operating models of tomorrow

The pandemic has been a catalyst for digital transformation, but there are major challenges still to face

5 minutes with…Tuomas Saarinen, Apollonian

We caught up with independent valuation provider Apollonian’s co-founder and chair Tuomas Saarinen to find out how the company came about and the importance of valuing intangible assets.

Take back control

In a bid for more control, GPs have been asking fund administrators to work on their own systems, rather than the administrator's

The ID Register spins out of Apex

Initially backed by Ipes, the Guernsey-based business is a clearinghouse for KYC and investor onboarding

Rochford launches in the UK

Treasury management provider Rochford Capital expands from Australian roots to the UK

KPMG Luxembourg names new sector leads

Chrystelle Veeckmans is head of asset management and Christophe Diricks is head of alternative investments

ESG: From checkbox to value creation

Private equity firms have been dutifully integrating ESG reporting, but few use it as a genuine driver of value

Profile: John Eggleston, Pantheon

The chief technology officer discusses his approach to upgrading the firm’s IT infrastructure, the importance of cybersecurity awareness training and why you should always start with data during tech transformations

Backstop upgrades RMS

The enhanced multi-asset class research management system allows institutional investors to track research and DD across all asset classes

LISTEN: MUFG’s Mike Dickey on ESG reporting

Alice Murray talks to Mike Dickey, head of product at MUFG Investor Services, about the data flow of ESG information between GP and LP

Comment: Navigating capital calls

Lydia Danon and Shelley Drenth of law firm Cooke, Young and Keidan, outline practical steps PE firms ought to be taking to mitigate potential capital call conflicts

UK GPs spend $8.6m on legals annually

A new report has revealed how much private equity firms are spending on external legal counsel

Profile: Peter Finden Bamrud, Verdane

The head of analytics discusses joining PE straight out of uni, the biggest challenges the industry faces and the importance of harnessing data correctly

Private Equity Service Provider Awards: Shortlist Announced

Announcing the finalists for the 2020 Private Equity Service Provider Awards

The Impact Investing Operating Principles: the power of independence

Audits and regulatory practices are vital for tracking cash, but where are the equivalents for environmental and social impacts?

WATCH: Data strategies for a digital world

Alice Murray speaks to eVestment’s Katey Bogue about how private capital funds are harnessing data to improve operations and performance

RFA launches managed data services

Cloud, cybersecurity and digital transformation specialist RFA has launched its managed data services platform

LISTEN: RFA’s George Ralph on data pt3

Our third and final instalment of The Drawdown’s conversation with RFA’s George Ralph looks as LP expectations when it comes to data management and ways to boost transparency.

Steadying the ship

Can a solid operating platform provide much needed certainty in an increasingly uncertain world?

Maples Group partners with IHS Markit

The partnership allows data on credit activity to automatically integrate into Maples’ accounting system

MUFG selects Broadridge’s loan tracking tech

Partnership comes off the back of strong growth in the private debt, credit and direct lending market

Post Brexit rules come to light

The FCA announced replacement rules for investment firms, namely a new prudential regime that may hit PE houses

ILPA updates model LPA

According to ILPA, updates have been made to improve transparency, governance and alignment of interests