INREV Guidelines

Overall compliance of INREV reporting guidelines has reached a record high of 85%

The INREV Data Room Guidelines have recently been revamped and are now available to the industry

With ESG month officially in full swing, what a better time to shine the spotlight on the INREV tools available to help our community in achieving transparency and comparability across the industry.

Compliance with the INREV Guidelines has reached an all-time high with 80% of members complying overall. 

The report on Trends in Investor Reporting published in December 2017 was expanded to include compliance with not just the reporting module of the Guidelines but also Property Valuation, INREV NAV and Fee and Expense Metrics modules. 

All contributors can now view tips and tailored advice on how to further improve their compliance with the INREV Guidelines.

View your funds compliance

Results of the Trends in Investor Reporting report show that overall compliance with the INREV Guidelines has reached its highest score at 80%.

INREV and AREF have today launched a joint industry-wide consultation paper aimed at accelerating the debate on open end fund pricing policies. The consultation paper, entitled Open End Fund Pricing, will lead to greater consistency and clarity on pricing policies in the longer term. The accompanying study looks in detail at the main pricing methodologies generally used by market participants and also introduces an alternative pricing model, which blends the best of the existing models. 

There’s broad agreement within the industry that we need to establish a more structured and common approach to pricing policies.

High quality fund reporting comes as a standard requirement in today’s market. It is increasingly important to ensure you have the right building blocks in place to produce accurate, transparent and consistent reporting to investors.

Join us on 29 November for the NAV webinar which will be presented in German by Christof Stadter, Partner at Deloitte.

11 October 2017, Amsterdam – Usage of the INREV Guidelines rose to 96% in 2017, according to the association’s recent Member Satisfaction Survey.