The Definitive Guide to Investor Communications
Best practices for reporting to—and building trust with—today’s investors
Download this resource
All fields marked with * are required.
NOTICE – By accessing this resource you consent to CSC sending you information about our services. Each communication will include a link to opt out of receiving such communications and you have the right to unsubscribe at any time.
Build trust. Improve transparency. Meet rising investor expectations.
Private capital managers are operating in a new reality: one where investor communication is no longer just a compliance obligation, but a strategic differentiator.
LPs today are more sophisticated, more engaged, and more demanding. They want real-time access to capital activity. They expect standardized reports and faster turnaround. They scrutinize fund admin practices and decision-making frameworks, not just fund performance.
This guide explores how the GP–LP dynamic is changing and offers actionable best practices for delivering consistent, transparent, and investor-ready communications. From valuation to fee disclosure, capital forecasts to reporting templates, we break down what LPs want, and how GPs can deliver.
What you'll learn
The New Rules of Engagement
-
How LP expectations around transparency, responsiveness, and reporting have evolved, and what that means for GPs
-
What global regulations and due diligence trends reveal about the future of fund communications
Standardization, Simplification, and Scale
-
The tools and templates GPs can use to standardize reporting and reduce investor friction
-
Why strategic outsourcing is now a growth enabler for investor relations and fund operations
Technology That Meets LP Expectations
-
How investor portals, digital touchpoints, and real-time metrics are reshaping investor servicing