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.

To read our special reports, click on the cover images. Please note, to access this content, you’ll need to be signed-in.

The PFM 2017 Yearbook Cover

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.

The CFO 2.0: The New Frontier Cover

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.

The Leveraging Today’s Technology Cover

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.

The Legal Special 2017 Cover

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.

The Accounting Special 2017 Cover

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.

The Regulations Special 2017 Cover

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.

The Investor Relations 2017 Cover

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.

The Compliance Special 2017 Cover

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.

The Achieving Excellence 2017 Cover

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.

The PFM 150 Special Cover

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.

The The 2016 Yearbook Cover

THE 2016 YEARBOOK

Published: January 2017

The 2016 Yearbook casts an eye over the key issues of concern in the funds industry in 2016 and looks ahead to what’s on the agenda for 2017. From Trump to Brexit, see how the industry plans to adapt to these times of uncertainty.