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Industry standards

Investor reporting


Private equity is playing an increasingly 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 continues to grow.

Ensuring that the level of information provided is enough to be helpful, but not so much as to be a hindrance, is 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.

The Investor Reporting Guidelines were developed by the Invest Europe Working Group on Accounting Standards, Valuation and Reporting, under the auspices of the Professional Standards Committee. 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.

More general guidance on GPs' reporting obligations to LPs can be found in the Invest Europe Professional Standards Handbook.

2018 Investor Reporting Guidelines Image

2018 Investor Reporting Guidelines

24 Apr 2018
Invest Europe

A comprehensive and up-to-date set of standards and guidelines for the private equity industry.

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