Imagine this. You, the managing partner of an asset management firm, are sitting at your desk and get a request from an LP for information detailing the past 5 years of Q1 financial data for a specific company. Sure, this doesn’t happen often (or ever for some), but what if it did? Would you be prepared?

To get to the point of being truly data driven, your firm needs to know where you’ve been and where you currently stand in your path to data maturity. It’s important to follow this model because trust is built along this path - it is impossible to make important strategic decisions based on data without trust that your data and systems are reliable.

Gone are the days of satisfying an LP report with high-level financial reports on portfolio companies, if not paired with a report that identifies how that investment brought about ESG related benefit as well. If your firm isn’t feeling the pressure from LPs to implement ESG initiatives, it is likely coming soon (and for good reason).

60% of investors surveyed by EY shared that they think ESG risks should be expressed in further detail. To understand more about ESG reporting in the land of small-cap listed equities, we spoke with Valdur Jaht, the founding partner of an independent asset management firm, Avaron Asset Management.

Maintaining GP and LP alignment is a challenge. We discuss the various ways to mitigate misalignment through data and reporting.

Think back to the interview you did for the current job you’re working at.  You most likely got your job from your work experiences and accomplishments, not the clothes you wore that day or the paper you presented your resume on.