• This is the third annual review of best practice reporting published between PwC and ANREV.

    As anticipated last year, compliance levels are growing back towards the levels established with the “old” Guidelines, with headline compliance moving up from 57% last year to 68% this year.

    Key highlights of the review this year:

    • Work in progress to comply with revised INREV Guidelines as managers are keen to achieve a high level of compliance
    •  Investments in technology with the use of online investor reporting portals
    • Fund managers are putting more importance and effort in ESG reporting

    As part of the 2015 review, private feedback, through interviews and calls, were organised with the 28 participating fund managers, covering all 47 respondent funds.

    We would like to extend our sincere thanks to all who shared their valuable time and expertise during this project. 

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    Review of Investor Reporting Trends 2015PDF
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    Review of Investor Reporting Trends 2015 SnapshotPDF
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