To read our special reports, click on the cover images. Please note, to access this content, you’ll need to be signed-in.
Private Funds Management Reports
Welcome to Private Funds Management's special reports section, where you'll find an extensive library of reports on the key issues affecting the private funds industry.
Published: December 2018
As the role of the CFO expands, senior finance executives find themselves adopting more client-facing duties. For this special report, pfm and SANNE polled 100 US-based private funds CFOs to discover the crucial part that they are playing in the fundraising process. Find out what they had to say now.
Published: November 2018
The Fees and Expenses Benchmarking Survey, produced in partnership with PEF Services, Pepper Hamilton and WithumSmith+Brown, reveals that investors are increasing pressure on funds to be more transparent. That, in addition to a crackdown by the SEC on violations, is taking disclosure to new lengths. Find out more now.
Published: March 2018
In our complimentary Valuations Special, we gather a panel of portfolio company valuation experts to find out how things have changed in the industry over the past year.
THE 2017 YEARBOOK
Published: December 2017
The 2017 Yearbook looks back at the key issues of concern in the fund industry in 2017 and looks ahead to what’s on the agenda for 2018. From regulatory moves to concerns over subscription lines, we recap what made the news in 2017.
CFO 2.0: THE NEW FRONTIER
Published: November 2017
The role of the CFO has changed enormously over the last two decades as the private equity industry has developed. To find out exactly what is different, pfm and US accounting and advisory firm EisnerAmper undertook a two-year survey of more than 150 private funds finance professionals. The results of this research are presented in this supplement.
LEVERAGING TODAY'S TECHNOLOGY
Published: November 2017
Strip away the technology of any enterprise these days, and it won’t last long in the 21st century, but today’s technologies also come with their own risks and management headaches. In this special report, we focus on how to best leverage and manage today’s technologies in private fund investing.
LEGAL SPECIAL 2017
Published: October 2017
Earlier this year we launched our search for the top 30 private fund lawyers under the age of 40. In total, 129 profiles of high achieving lawyers based around the world were submitted. These nominees were whittled down to a final list of 30 based on their career progress, their client base, notable work to date and their X Factor. The list is the focus of our Legal Special.
ACCOUNTING SPECIAL 2017
Published: September 2017
With private funds accounting playing an increasingly important role for private equity professionals, pfm has compiled an Accounting Special. In it, we discuss the increased complexity of private funds accounting; look at changes to partnership auditing rules; and examine how firms should tackle unicorn valuations.
REGULATIONS SPECIAL 2017
Published: August 2017
In this special report, we provide an overview of global private fund regulation – how far we’ve come and what to expect over the coming year. We also look at what fund managers want to see from potential regulatory reform, and how legislation affecting private fund structures has been modernized in a number of countries over the past 12 months.
INVESTOR RELATIONS 2017
Published: July 2017
In our Investor Relations special, we take a look at how to keep limited partners happy from a number of different angles. We ask two first-time fund managers who recently closed their vehicles above target how they convinced investors to take a chance on them; discuss the changing nature of the sales pitch with industry insiders; and look at the increasing role technology plays in investor reporting.
COMPLIANCE SPECIAL 2017
Published: May 2017
As we pass the fifth anniversary of private fund registration with the SEC, we’ve compiled a Compliance Special. We highlight five key takeaways from SEC enforcement actions; look at possible compliance changes under the Trump administration; and assess the potential impact of the SEC’s next big compliance initiative.
ACHIEVING EXCELLENCE 2017
Published: April 2017
This original research by Houlihan Lokey and Citco in association with Private Funds Management surveys 100 industry leaders to benchmark industry best practice in two important areas for private equity funds – valuation practice and fund administration.
PFM 150 SPECIAL
Published: April 2017
Since 2004 private funds management and its predecessors Private Equity Manager and PEI Manager have aimed to help private fund managers navigate the changing regulatory and legal landscape through economic boom and bust. As the publication celebrates a landmark 150th issue, we take a look back at some industry milestones.