Investor reporting

In the ten years since the global financial crisis, private equity has played an ever more important role in assisting economic growth and developing stronger, more durable businesses around the world. At the same time, pressure from investors and other stakeholders for greater transparency and understanding about the industry has grown.

Ensuring that the level of information provided is enough to be helpful, but not so much as to be a hindrance, has become critical. In a world where change is constant and ever more rapid, the goal of the Invest Europe Investor Reporting Guidelines is to enable investors to understand, digest and act on information in a timely manner.

Developed by the Invest Europe Working Group on Accounting Standards, Valuation and Reporting, under the auspices of the Professional Standards Committee, the Investor Reporting Guidelines are an integral part of the Invest Europe Professional Standards Handbook. They incorporate the key elements of best practice reporting to investors by private equity managers. The 2018 Guidelines build on the previous guidance released in 2015 and strengthen Invest Europe’s position as the voice of European private capital.