INREV Guidelines

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.

This is a question that many investors are asking. Do you know? If not join your peers and complete the new online assessment tool. In the last three months alone the compliance of over 280 vehicles has been assessed. Stay ahead of the curve, complete the online assessment and export the results to show your investors that you are working according to industry standards.

Make sure you are ahead of the curve and join those fund managers who are already using the new online assessments to share or boost their compliance with the INREV Guidelines.