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Private Asset Performance Reporting
Please complete this short (anonymous) survey by sharing your beliefs about when and how private asset performance should be reported.
OK
1.
What is your role?
Asset manager
Asset owner
Consultant or advisor
Other
2.
Without regard to current practice, how soon
should
private asset managers be able to deliver
unaudited quarterly
performance information to limited partners?
30 days
45 days
60 days
90 days
More than 90 days
3.
Without regard to current practice, how soon
should
private asset managers be able to deliver
audited annual
performance information to limited partners?
30 days
45 days
60 days
90 days
More than 90 days
4.
What investment strategies should have different delivery standards than those you indicated above, and why?
5.
How
should
asset owners record and report their aggregate performance results, given that their private asset managers report with a greater delay than other managers?
Asset owners
should
report preliminary results (including
estimates
of the performance of private assets in the most recent period) as an interim measure, but official performance numbers should only be issued when the information from all managers is included.
Asset owners
should not
report preliminary results; performance results can wait until all of the evidence is in and a complete picture is available.
In the interest of timely reporting, asset owners
should
report overall performance numbers that include the returns on private assets with a lag due to their slower reporting cycles, and should not subsequently sync them by period with other results.
In the interest of timely reporting, asset owners
should
report overall performance numbers that include the returns on private assets with a lag,
but
they should be recast on an annual basis to sync the periods and properly reflect the overall performance of the portfolio in comparison to market conditions.
6.
Please provide any additional comments that you have.
