Templates
1 June 2023
What the AI?! Canoe Intelligence
Our new AI series kicks off by exploring the burning questions with Aman Soni, VP of data strategy at Canoe Intelligence
23 May 2023
Accelex launches portfolio analytics platform
The platform aims to provide visibility and automated data analysis on portfolio funds, commitments and underlying assets
22 May 2023
Comment: Does SFDR encourage greenwashing?
Pinsent Masons financial services partner Mark Shaw asks the awkward question
18 May 2023
SFDR comPAIrisons
Clarity AI analysed differences in performance and strategies of 27,000 Article 6, 8 and 9 funds
16 May 2023
IIGCC publishes PE net-zero guidance
The industry-specific guidance aims to support GPs and LPs to achieve Paris-aligned net-zero objectives
15 May 2023
Harbourvest appoints head of client operations
Javier Rodriguez will manage the integration of the firm’s client experience, investment accounting, treasury, portfolio analytics and performance measurement teams
9 May 2023
In the name of science: how to set your emissions targets
Questions are arising about the various methodologies used to create net-zero targets
9 May 2023
Double standards?
We get to grips with what the International Valuations Standards Council has to offer the PE industry, and how it interacts with industry body IPEV
5 May 2023
Cority acquires Greenstone
Greenstone will form part of Cority’s sustainability cloud offering
18 April 2023
Dasseti launches RFP platform
Dasseti Engage automates RFP and DDQ processes through natural language processing and AI
6 April 2023
Chronograph hires four
Appointments include Abbas Khan as product owner for data extraction and Daniel Gruppo as client development manager
22 March 2023
GoldenSource launches investment book of record
The additional functionality was created in partnership with MAIA Technology
17 March 2023
CSSF updates SFDR FAQ
Luxembourg regulator adds three new questions to help clarify SFDR
15 March 2023
Apexanalytix acquires ESG Enterprise
The acquisition enhances ESG Enterprise’s capabilities while expanding its offering to a wider client base
27 February 2023
Rise of the robot lawyer
Robin AI secures $10.5m and partners with Anthropic to develop legal chatbot capabilities
20 February 2023
FCA addresses sustainability regulations ‘alphabet soup’
Regulator requests feedback on sustainability-related governance to help reform industry obligations
17 February 2023
Key ESG partners with EDCI
Software provider launches API integration with benchmark initiative
15 February 2023
AMF calls for more stringent SFDR regulations
French financial watchdog proposes the introduction of minimal environmental requirements
1 February 2023
PRI updates reporting framework
Following signatory feedback, changes aim to reduce duplication while increasing alignment with other private market modules and external regulatory standards
27 January 2023
Citco partners with Fenergo
Citco to integrate Fenergo’s client lifecycle management platform
26 January 2023
G for granularity
KEY ESG’s latest report suggests ESG reporting requires collection of more granular data
9 November 2022
Consortium of credit managers launches ESG disclosure template
The launch comes several months after companies and investors endorsed a statement calling for ESG standardisation
3 November 2022
Diversity becomes key metric in fundraising
LPs are increasingly factoring DEI into their capital allocations, says McKinsey
3 October 2022
Invest Europe releases new ESG reporting guidelines
New guidelines aim to be user friendly and include a voluntary reporting template
10 August 2022
Data analytics should be top priority for service providers
EY believes off the shelf solutions will no longer work to achieve GPs’ data requirements
8 August 2022
73 Strings partners with LemonEdge
The partnership aims to facilitate the flow of data between portfolio monitoring and accounting modules
2 August 2022
Keytrack’s former MD launches FundCFO
The new platform aims to support VC CFOs by providing them with tools and knowledge to set up and run a fund
20 June 2022
Comment: Keep your head in the cloud to track ESG
To be good at ESG investing you need an exceptional ESG tracking system, which requires the power of the cloud, writes Ben Harrison of Intapp
8 June 2022
LPs to start requesting SBTi adoption
New research reveals the majority of European LPs will soon be asking managers to adopt the Science-Based Targets initiative
12 April 2022
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
18 January 2022
Invest Europe developing ESG reporting standards
The new standards are expected to be developed and established by summer 2022
4 January 2022
DiligenceVault adds ESG, D&I questionnaires
New questionnaires from The Asset Owner Diversity Charter and The ESG Data Convergence Project are now available
3 January 2022
Diligend secures additional investment
Fresh capital will see the due diligence platform expand its fund manager offering
9 December 2021
Majority of managers say greenwashing is a problem
Most managers support the FCA’s adoption of the TCFD reporting framework
29 November 2021
LPs prefer outsourcing
SS&C Intralinks' 2022 LP survey found that 38% of institutional investors surveyed prefer a manager to use a fund administrator
10 November 2021
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
6 July 2021
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.”
17 June 2021
KPMG joins campaign for reporting taxonomy
KPMG UK has become a founding member of Private Capital Data Standards Alliance (PCDS Alliance – formerly ADS Initiative)
10 May 2021
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?
4 May 2021
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
28 April 2021
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?
21 April 2021
LISTEN: Do we even need standardisation? Episode 1
A recent podcast discussion explored technological advances in data transmission, and asked if standardised reporting is still necessary?
11 January 2021
The ESG tech wave
From static and infrequent DDQs to real-time, performance linked, fully integrated improvements; ESG is fast-becoming a tech play
14 December 2020
Class of 2020
A cross-section of industry practitioners share their greatest lessons of this year
9 December 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.
2 December 2020
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.
13 November 2020
UNPRI updates investor reporting framework
The new framework aims to create a shorter, more consistent structure, with more flexible and meaningful reporting outputs
14 September 2020
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
28 August 2020
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
24 August 2020
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
3 August 2020
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?
23 July 2020
Steadying the ship
Can a solid operating platform provide much needed certainty in an increasingly uncertain world?
10 July 2020
ILPA updates model LPA
According to ILPA, updates have been made to improve transparency, governance and alignment of interests
25 June 2020
eVestment launches report building module
The Excel Report Builder enables GPs to recreate their clients’ report templates in the app by selecting the required data points and configurations
15 April 2020
Going back to your roots
Inefficient reporting methods continue to vex LPs. It’s time to go back to the source
2 August 2019
Standardisation: not the whole story
Aims to improve and create efficiencies for the reporting of fees and expenses are valiant but templates only tell part of the story
