Report examines GP best practices for reporting to, and building trust with, today’s LPs

WEST ORANGE, NJ (September 29, 2020)—PEF Services, a leading fund administrator for Alternative Investment Managers, today announced the release of a new white paper entitled “The Definitive Guide to Investor Communications.”  The last decade has seen the rules of engagement between Limited Partners (LPs) and General Partners (GPs) change dramatically. The quality of a GP’s communications with its LPs has become a key differentiator and a powerful factor in the decision to invest.  The report examines LP communication priorities and expectations and defines the core elements of best-in-class investor communications.

While LPs were content with a hands-off approach in earlier years, the 2008 financial crisis shattered the industry’s complacency and created a new generation of sophisticated and highly active investors. Drawing on PEF’s extensive fund administration expertise, this white paper examines how GPs who take this time to adopt LP communications practices and technologies will be advantageously positioned to benefit from these incredible growth opportunities. It outlines the following ‘best practices’:

  • Understand the priorities
  • Clarify fees and expenses
  • Share capital activity projections
  • Communicate valuation consistently
  • Adopt standardized reporting
  • Leverage technology and reporting technology
  • Investor Communications Checklist

Considering the new rules of engagement, investor communications becomes an equally important consideration as the markets revive. For management firms that demonstrate investor communication and reporting best practices, the potential for growth in the coming years is immeasurable.

“As global standards enable comparisons between illiquid and traditional asset performance, GPs are entering a new era for the private markets,” said Anne Anquillare, CFA, CEO and President, PEF Services LLC. “Not only do they have an opportunity to outpace their direct competitors, they can also attract an entirely new class of investor.”

Click here to download The Definitive Guide to Investor Communication which includes the Investor Communications Checklist. It is the latest in a series in support of PEF’s commitment to deliver valuable thought leadership content.

About PEF Services LLC

PEF Services is the new standard in providing high-value, high-touch Fund Administration services and technology solutions that elevate operational performance to drive and support sustainable growth.  Supported by senior professionals with extensive experience in alternative investments, PEF has a track record of nearly 20 years in delivering cost-effective, best-in-class solutions to Funds and General Partnerships, including Buyout, Venture, Emerging Managers, Real Estate, Debt, Fund of Funds, Co-investment, SPVs and SBICs. Additionally, the firm’s LP Administration Solutions Group focuses solely on meeting the unique administration and data needs of limited partners investing in illiquid alternative assets. PEF’s ViewPoint™ provides clients with a purpose-built portal that delivers greater visibility and real-time access to underlying investment performance data sourced directly from the official books and records of the fund. In partnering with PEF, firms increase operational efficiency, control operating costs, improve focus on core capabilities, and gain access to experts in private capital back office operations. For more information please visit

Press Contact
Laura Hills
Senior Vice President
PEF Services
212.203.4685 x180