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Best Practice Solutions & Implementation

We work closely with funds’ reporting function to develop best-in-class reporting, aligning with emerging standards.

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Overview

Transparency provides investors insight into performance reporting and risk reporting at all levels of the investment vehicle. BRG’s Fund Transparency Services team works closely with funds’ reporting function to develop best-in-class reporting, aligning with emerging standards from industry bodies and technology solutions such as ILPA, iLevel, and AltExchange Alliance.

ILPA-Based Portfolio Reporting

BRG’s Fund Transparency Services employs ILPA’s (“Institutional Limited Partners Association”) Best Practices to develop standardized reporting templates that can be customized to a fund’s LPA, investment strategy, industry focus, and/or management preference. The ILPA-based reporting provides:

Manage
  • Implementation of “Best Practices” plan
  • Workflow environment
  • Cultural hurdles
Develop
  • Reporting policy and procedures
  • Strategic Analysis
  • Transparency to portfolio valuations
  • Specific and overall portfolio company assessments
  • Public analyst feel to private, illiquid investments
Integrate
  • Valuation
  • Investor reporting
  • Management Reporting
  • Manager reporting platform

Platform Integration

As an iLevel and Baxon partner, BRG is uniquely poised to assist clients in integrating portfolio monitoring, fund performance and valuation procedures. BRG’s transparency team leverages extensive experience in integrating technology into funds’ reporting platform.

Reporting platform for portfolio monitoring

News & Insights

Seminars & Speaking Engagements