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DATA SNAPSHOT: LPs are demanding more from CFOs

Investors can find it helpful to meet CFOs during the due diligence process, especially when it comes to concerns related to fees and expenses.

DATA SNAPSHOT: Firms prefer to deal with restructurings and extensions later rather than sooner

Some GPs think it’s impossible to predict fees and expenses for the restructuring and extension of a fund, so they would rather not include it in their LPAs.

The CFO’s role in 7 charts

The comprehensive poll shows sharper LP scrutiny is expanding the CFO’s remit to include investor-facing roles during fundraising.

This may be the start of the SEC’s focus on allocation

The regulator will be monitoring firms that manage both mutual funds and private funds to check for allocation conflicts. PE firms should take note.

Fee reporting template becomes a focus for UK regulator

The Cost Transparency Initiative – which covers around £180bn of scheme assets – will run a pilot phase to test the new templates and supporting materials until January 2019.

End of fund life, up in the air

The 2018 pfm Fees and Expenses Benchmarking Survey shows a lack of clarity around who pays what at the end of a fund’s life.

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