Templates

Investment Association calls for EU reforms

Trade body highlights sustainability, new technologies and greater alignment on regulatory issues as areas of concern

GPs find brand perception key reason for ESG reporting

A survey conducted by Oliver Wyman and Novata highlights challenges for measuring ESG financial impact

Data constraints the biggest ESG integration hurdle

Some 71% of respondents to the BNP Paribas ESG Global Survey 2023 find lack of ESG data quality a major barrier to making more sustainable investments

5 minutes with… Tim Andrews, IDR

Founder and CEO of the investor onboarding hub shares how its latest fund subscription service strengthens the platform

Canoe partners with Lionpoint

The partnership will combine operational and technological solutions with consulting services

ACA launches portfolio management solution

Managed Performance Services aims to assist fund managers with performance measurement and reporting features

Novata expands ESG benchmarking offering

The service will encompass 50 universal and more than 200 sector-specific benchmarks

What the AI?! Accelex

How is AI transforming data extraction and analytics? We spoke to Accelex’s chief product officer Nicole Weder, and product director Boris Lavrov, to find out more

The Drawdown Awards 2023: Winners announced

Congratulations to all of the winners of The Drawdown Awards 2023

IQ-EQ partners with Novata

The partnership aims to incorporate Novata’s ESG data solution into IQ-EQ’s existing services

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

Accelex launches portfolio analytics platform

The platform aims to provide visibility and automated data analysis on portfolio funds, commitments and underlying assets

Comment: Does SFDR encourage greenwashing?

Pinsent Masons financial services partner Mark Shaw asks the awkward question

SFDR comPAIrisons

Clarity AI analysed differences in performance and strategies of 27,000 Article 6, 8 and 9 funds

Robin AI launches Copilot

Legal chatbot aims to automate legal contract drafting

IIGCC publishes PE net-zero guidance

The industry-specific guidance aims to support GPs and LPs to achieve Paris-aligned net-zero objectives

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

In the name of science: how to set your emissions targets

Questions are arising about the various methodologies used to create net-zero targets

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

Cority acquires Greenstone

Greenstone will form part of Cority’s sustainability cloud offering

Dasseti launches RFP platform

Dasseti Engage automates RFP and DDQ processes through natural language processing and AI

Chronograph hires four

Appointments include Abbas Khan as product owner for data extraction and Daniel Gruppo as client development manager

Atlas Metrics secures €5.2m

The funding aims to develop the ESG platform

GoldenSource launches investment book of record

The additional functionality was created in partnership with MAIA Technology

CSSF updates SFDR FAQ

Luxembourg regulator adds three new questions to help clarify SFDR

Apexanalytix acquires ESG Enterprise

The acquisition enhances ESG Enterprise’s capabilities while expanding its offering to a wider client base

Rise of the robot lawyer

Robin AI secures $10.5m and partners with Anthropic to develop legal chatbot capabilities

FCA addresses sustainability regulations ‘alphabet soup’

Regulator requests feedback on sustainability-related governance to help reform industry obligations

Key ESG partners with EDCI

Software provider launches API integration with benchmark initiative

AMF calls for more stringent SFDR regulations

French financial watchdog proposes the introduction of minimal environmental requirements

Canoe sets sail with $25m investment

Fintech aims to further European expansion

PRI updates reporting framework

Following signatory feedback, changes aim to reduce duplication while increasing alignment with other private market modules and external regulatory standards

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