Investor Reporting

Institutional investors increasingly want more detailed data, while the private wealth market needs something easy to consume

Managers are overhauling their data management processes to cope with intensifying LP demands for more detailed information.

From AI to long fundraises and more – things are weird right now.

The fast-approaching implementation of the SEC’s new marketing rule has compliance teams asking a lot of questions about how to stay in bounds, while managing cultural changes within their firms.

The service provider is adding a performance module to its TopQ analytics tool, aiming to help managers get on top of the flood of performance reporting requests from LPs since March.

Me: 'Thoughts on the ILPA recs?' You: 'They’re great. But I want to keep my sub line drawn for the first two years of the next fund'; Compliance during the pandemic: tips and advice from experts.

An exclusive on improving communications with LPs during covid-19; FFA follow up call.

Xen Capital, a Singaporean fundraising platform, is planning to launch a free-to-use reporting tool to improve the quality of manager communication during the covid-19 pandemic. Three of Xen’s GP shareholders – the identities of which are unclear – are user-testing the communication portal ahead of a planned launch on 30 April, chief executive Katrina Cokeng […]