Our Investment Funds Team reviews new templates from the Institutional Limited Partners Association (ILPA) for the private funds and private equity industries. The templates are an industry-driven, ...

Investment reporting is the process of creating and distributing detailed analyses of investment portfolios. These reports cover performance, asset composition, and investment strategies, and provide ...

Michael Kashani appointed as Chair Emeritus, Jeff Cohen to serve as Chair, and Brittany Agostino and Jeannie Cho appointed Vice-Chairs. ESG IDP Template updated to promote further alignment with ...

RBI’s Element-Based Reporting (EBR) represents a major shift from template-based submissions to a data-centric model focused on granular data elements. Banks must create a unified platform that ...

On January 22, the Institutional Limited Partners Association (ILPA) released an update to its 2016 Reporting Template and unveiled a new Performance Template. Together, the goal of these documents is ...

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