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Reporting & Transparency

5 minutes with… DealsPlus

We caught up with founder Venkat Subramaniam to discuss how the platform is standardising deal closing and investment management processes

BlackRock to streamline ESG reporting

Consortium of LPs will use ESG Outreach, an extension of eFront’s Insight platform, for ESG data collection, analysis and reporting

JTC launches virtual chief sustainability officer service

The outsourced offering aims to help clients to understand, definite and implement their own ESG strategy, policies and reporting

EU Commission publishes finalised RTS under SFDR

The Commission Delegated Regulation will come into force on 1 January 2023, when SFDR is expected to come into effect

GP tech adoption looms large on LP investment decisions

The majority of LPs' investment decisions are influenced by GPs’ level of technology adoption, according to a recent survey by Brackedale consulting and AssetMetrix

Key reporting deadlines for Q2 2022

Need to know dates for private equity filings in the second quarter of 2022

5 minutes with… Derivative Path

Brett Morrell & Ciccy Yang discuss how the technology-focused business supports private equity risk management

The pendulum has swung

The recent noise coming from the SEC is largely measured and unsurprising; as the asset class matures of course it should adhere to stricter oversight

Profile: Richard Drover, Apis Partners

The CFO discusses his responsibilities outside the finance function, his 100-day plan of action to improve and enhance Apis' processes as well as the challenges of joining a new firm

ADS rebrands to PCDS

PCDS has also named BNY Mellon’s Scott Kern as its new board member

Arcus achieves top ranking for ESG reporting

The firm is closely followed by Partners Group and Tikehau Capital

ESG outsourcing: who’s who?

We've compiled a directory of who does what when it comes to ESG outsourcing, to help get those boxes ticked.

5 minutes with…. Untap

We caught up with new tech player Untap, which brings together portfolio monitoring, value creation strategy and ESG capabilities to bring about tech enabled portfolio management

5 minutes with… Entrilia

“We believe no operational model should feel locked out from its richest source of internal data, outsourced or not.” - Eric Faw

Canoe partners with Bipsync

The partnership aims to streamline and automate investment document collection and categorisation processes

IIGCC publishes net zero guidance for PE

The guidance aims to incorporate net zero strategies for institutional investors with multi-asset portfolios

Allvue partners with Pitchbook

Partnership will provide PitchBook Private Market Benchmarking for LP clients

Profile: Bart Elema, Waterland Private Equity

The partner, CFO & risk officer discusses how his role and responsibilities have evolved over nearly two decades, why Waterland domiciles its funds in the Netherlands, as well as securing the firm's first ESG equity bridge facility

Invest Europe developing ESG reporting standards

The new standards are expected to be developed and established by summer 2022

Operational forecast for 2022

We take a look at Alpha FMC’s predictions for PE operations this year, as well as individual forecasts for CFOs, COOs, CTOs, CDOs and heads of compliance

DiligenceVault adds ESG, D&I questionnaires

New questionnaires from The Asset Owner Diversity Charter and The ESG Data Convergence Project are now available

Diligend secures additional investment

Fresh capital will see the due diligence platform expand its fund manager offering

Key reporting deadlines for Q1 2022

Need to know dates for private equity filings in the first quarter of 2022

LISTEN: Talking tech transformation

Hear the insights and expert views of five PE and VC finance and tech professionals on key tech trends

Majority of managers say greenwashing is a problem

Most managers support the FCA’s adoption of the TCFD reporting framework

LPs prefer outsourcing

SS&C Intralinks' 2022 LP survey found that 38% of institutional investors surveyed prefer a manager to use a fund administrator

Comment: Alternative managers challenged to build virtual fort knoxes

The cash-in, cash-out nature of fund management requires sophisticated cyber controls, write Jeremy Slade and Don Jefferis of Hazeltree

Novata secures $21m series-A

Novata provides PE firms and private companies with reporting metrics, a database to store information, and tools for analysis and reporting to key stakeholders

ILPA publishes DDQ 2.0

The template features a streamlined structure, which aims to makes filling in the document smoother, and easier for LP reviews

BC Partners joins Partnership for Carbon Accounting Financials

Membership marks the first private equity firm to join the PCAF

IPEV Board publishes review timeline

The IPEV Board has started the 2021 review process and expects to publish the final revised guidelines in Q2 2022

Allvue launches platform for emerging PE and VCs

"It is essential that smaller firms have the necessary infrastructure to hold their own against industry peers."

Intertrust launches ESG data solution

The solution aims to help GPs meet ongoing, critical ESG demands by providing an integrated approach to collecting and analysing ESG data, while managing ESG risk in portfolios

SEI buys Finomial

Deal aimed at enhancing cloud-native technology capabilities

EQT formalises SBTs to address climate change

EQT has become the first private markets firm to do so, through the SBTi

Taxation of partners: Changes expected

Alex Conway of Crowe UK details expected changes as to how partners will be taxed following the government’s current consultation

The Drawdown Awards 2021: Winners announced

Congratulations to the winners of our recent 2021 Drawdown Awards

AnaCap spins out its tech platform

“Equipped AI allows individuals and companies to analyse vast lakes of data in real-time, helping to map and execute investment strategies across multiple geographies.” -- Mike Edwards

IPEM 2021: PE’s big challenge

Cornelia Gomez, head of ESG & sustainability at PAI Partners talks about why measuring the carbon footprint of the portfolio is not enough

Synechron partners with Accelex

Partnership aims to accelerate unstructured data extraction and management

SS&C launches ESG reporting solution

"We see the growing manager and investor demand to incorporate ESG metrics into client reporting at the manager and portfolio level."

2025: PE’s digital golden year

In 2025, structured data exchange will be the norm for fund managers as PE moves away from Excel. The Drawdown explores the tech solutions making that future a reality

State Street acquires Mercatus

Acquisition connected to launch of front-to-back, full-suite investment management platform

The Drawdown Awards 2021: Finalists Announced

Thank you to everyone who entered, and a massive congratulations to all those that made the shortlist

Diligend and eVestment announce partnership

The agreement allows clients of both eVestment and Diligend to complete more of their due diligence process via one technology platform

Lack of standardisation biggest threat to ESG

“Without one standardised framework for reporting standards, we will continue to see firms mixing and matching various guidelines, hindering long-term process in the area.”

MJ Hudson acquires Clarus Risk

The fintech risk management and reporting automation specialist services alternative asset fund managers and investors

PE needs to spend more on data management

State Street's report found 70% of alternative asset managers said they need to spend more money on data management to handle increased pressures and demands

KPMG joins campaign for reporting taxonomy

KPMG UK has become a founding member of Private Capital Data Standards Alliance (PCDS Alliance – formerly ADS Initiative)

New horizons: Carbon pricing

Professor Gianfranco Gianfrate, Climate Finance Lead and Professor of Finance at the EDHEC-Risk Institute, says carbon pricing is happening and managers need to prepare

Private equity must address climate change risk

“Climate change presents unprecedented business opportunities for the industry in addition to risks”

What do LPs do with all the data?

A recent webinar discussion explored what information is being transmitted from GPs to LPs

Investcorp delists

The GP will delist from the Bahrain Bourse and become a closed shareholding company

Comment: Managing privacy concerns surrounding FATCA and CRS compliance

Ed Harris, Louise Crawford and Adela Komorowska of Hogan Lovells examine the friction between enhanced transparency among tax authorities and the right to privacy

Profile: Sedef Köktentürk, Blue Horizon

The managing partner & COO discusses upgrading the impact investor's technology and processes, how the niche strategy impacts her role, and how being an Olympic athlete taught her the value of collaboration and cooperation to achieve goals

BlueMark creates impact benchmark

The benchmark aims to track best practices in impact management in a bid to eliminate impact-washing

In conversation: Do we even need standardisation?

A recent podcast discussion explored technological advances in data transmission, and asked if standardised reporting is still necessary?

WATCH: What do LPs do with all the data?

A recent webinar discussion explored the way in which data is being communicated, how technology is helping both GPs and LPs, and what LPs are doing with all the information

A wild ride

Estimating fair value has never been more important or challenging

LISTEN: Do we even need standardisation? Episode 2

The second instalment of a recent podcast discussion examined industry body reporting efforts, and asked if standardised reporting is still necessary?