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INREV reporting guidelines compliance reaches record levels

Overall compliance of INREV reporting guidelines has reached a record high of 85%, compared to 80% in 2017 according to the Trends in Investor Reporting. 
This year’s study shows that investor reporting and processes have improved and there’s a shift in the mindset of investment managers towards a more digitalised environment with ESG considerations becoming increasingly important. 

Key highlights include: 

  • Property valuation was the best adopted module, at 98% indicating that the valuation process is carefully set, monitored and reported.
  • An average compliance of 85% across the Reporting, Property Valuation, INREV NAV and Fee and Expense Metrics modules. 
  • INREV NAV reached a new high at 94% compared to 87% in 2017. 
  • Compliance with sustainability reporting went up to 73% from 55% showing how ESG issues are becoming increasingly important in strategy and processes. 
  • All respondents have or intend to invest in in information technology and/or data analytics in the future, especially in the areas of cyber security and boosting big data capabilities and visualisation. 
  • This study provides valuable insights into current market practices of investor reporting and the extent to which these comply with the requirements and recommendations of the INREV Guidelines. 
  • Investment Managers had the opportunity to submit their assessments and in return they will receive individual tips and advice for further compliance.

Submit your assessment for future reviews


Research and Analytics Briefing: Trends in Investor Reporting 2019  

Published on 14 Jan 2020

Renaud Breyer, Partner at EY and Constantin Sorlescu, Director Professional Standards at INREV provide insights into current market practices in investor reporting and discuss the main findings of the Trends in Investor Reporting Study 2019. 

Note: due to technical difficulties full recording is not available.