Templates
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
17 August 2018
Appetite mounts for standardised performance reporting
Compliance with GIPS rules can be factor in GP searches by consultants, survey shows
28 June 2018
5 minutes with… Jyoti Banerjee
Reporting expert discusses why PE needs an information architecture and a CIO to run it