The Limited Partner’s Guide to Fund Operations
Benchmarking and evaluating services and strategies in an evolving market
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As complexity increases across private markets, LPs are turning their attention beyond performance to the operational infrastructure supporting the funds they back. Transparency, regulatory compliance, and advanced technology have become key differentiators in manager selection.
The Limited Partner’s Guide to Fund Operations draws on insights from 150 institutional investors across North America, EMEA, and Asia Pacific. It explores how LPs are raising the bar on operational due diligence and offers practical tools to benchmark, evaluate, and strengthen their diligence frameworks.
What you'll learn
LP priorities and operational benchmarks
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Learn what LPs globally now consider essential—from compliance and reporting to cybersecurity and third-party fund administration.
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Understand how expectations vary by region, and why one-size-fits-all solutions are no longer viable.
Fund manager evaluation criteria
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Discover the specific metrics and due diligence questions LPs are using to assess operational readiness.
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Access a comprehensive checklist to benchmark third-party service providers and internal fund operations teams.
Technology and transparency standards
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See how real-time investor portals, integrated systems, and automated reporting are shaping the LP experience.
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Explore emerging expectations around data customization, timeliness, and digital controls.