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Thought Leadership

  • PESS

    Why institutional investors need more detail about your portfolio?

    Now more than ever, LPs want to see into your portfolio so they can compare it with the rest of their public investments.

    17 October 2014

  • Vantage Software

    Differentiating your Firm’s Online Brand and Investor Experience

    A client’s online experience consists of a combination of Internet

    18 July 2014

  • PEI

    Expert Panel Comments on Tech Trends at 2014 PEI CFO / COO Forum - Part II

    Last month we posted commentary from the Tech Panel held at the Private Equity International

    22 March 2014

Why institutional investors need more detail about your portfolio?

Why institutional investors need more detail about your portfolio?

  • Now more than ever, LPs want to see into your portfolio so they can compare it with the rest of their public investments. GPs have a history of holding their cards close to their chest, however their clients and LPs need more detail about underlying portfolio investments.
  • At the 2014 PESS NY conference, there was a clear increase in the appetite for information by LPs. Demands for data sharing, the cycle of data flow and new standards are raising the bar across the board. GPs want to understand the reason for more transparency and what can be gained from an increase in speed, accuracy and dynamic reporting and analysis.
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Differentiating your Online Brand and Investor Experience

Differentiating your Online Brand and Investor Experience

  • “The concept of personalisation and CRM has expanded in scope to emphasise a much broader notion of benefits to a company.”
  • A client’s online experience consists of a combination of Internet searches, visiting your company website, reviewing your LinkedIn profile, logging into your client portal, and social media sites and feeds. With so many opportunities for investors to perform due diligence and gain an impression about a firm, is your firm prepared with a consistent message across every form of digital content and social media for your brand?
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Expert Panel Comments on Tech Trends at 2014 PEI CFO / COO Forum - Part II

Expert Panel Comments on Tech Trends at 2014 PEI CFO / COO Forum - Part II

  • Last month we posted commentary from the Tech Panel held at the Private Equity International CFOs and COOs Forum in NYC. Panel members included Ms. Shawn Pride, Partner at E&Y Advisory Services and Michael J. O'Connor, Operating Partner at Arsenal Capital Partners.
  • Based on the tremendous amount of interest in the initial article (Part I), we are pleased to provide the remaining content from the discussion below.
  • Often, technology is recommended for operational improvements. However, there are times when software is not the answer.
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