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Templates

Citco partners with Fenergo

Citco to integrate Fenergo’s client lifecycle management platform

G for granularity

KEY ESG’s latest report suggests ESG reporting requires collection of more granular data

Consortium of credit managers launches ESG disclosure template

The launch comes several months after companies and investors endorsed a statement calling for ESG standardisation

Diversity becomes key metric in fundraising

LPs are increasingly factoring DEI into their capital allocations, says McKinsey

Invest Europe releases new ESG reporting guidelines

New guidelines aim to be user friendly and include a voluntary reporting template

Data analytics should be top priority for service providers

EY believes off the shelf solutions will no longer work to achieve GPs’ data requirements

73 Strings partners with LemonEdge

The partnership aims to facilitate the flow of data between portfolio monitoring and accounting modules

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

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

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

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

Invest Europe developing ESG reporting standards

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

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

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

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

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.”

KPMG joins campaign for reporting taxonomy

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

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

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?

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?

The ESG tech wave

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

Class of 2020

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

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.

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.

UNPRI updates investor reporting framework

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

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

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

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?

Steadying the ship

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

ILPA updates model LPA

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

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

Going back to your roots

Inefficient reporting methods continue to vex LPs. It’s time to go back to the source

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

Chance of clear skies

A new approach to solving PE’s reporting conundrum

Appetite mounts for standardised performance reporting

Compliance with GIPS rules can be factor in GP searches by consultants, survey shows

5 minutes with… Jyoti Banerjee

Reporting expert discusses why PE needs an information architecture and a CIO to run it