Viteos Private Equity Investor Survey

Fund managers want to know what matters to PE investors outside of fund performance.
These survey findings will be shared with fund managers in addition to the investors participating. Our aim is to help managers improve investor service and meet investor expectations.

NOTE Your survey responses will be kept confidential

Question Title

* 1. Do your fund managers charge administration costs to your funds?

	Yes	No	Partially	Unknown
Funds administered by fund admins	Funds administered by fund admins Yes	Funds administered by fund admins No	Funds administered by fund admins Partially	Funds administered by fund admins Unknown
Funds self administered by the fund manager	Funds self administered by the fund manager Yes	Funds self administered by the fund manager No	Funds self administered by the fund manager Partially	Funds self administered by the fund manager Unknown

Question Title

* 2. How important is a fund managers ability to offer Customized Fee and Investment Participation Arrangements?

Critical

Preferable

Indifferent

Question Title

* 3. How many close end funds are you invested in?

less than 10

10 or more

Question Title

* 4. When do you get the best investor service?

Funds with third party fund administration

Self Administered funds with a technology solution

Self Administered funds with a manual process (Excel/QuickBooks)

Question Title

* 5. How satisfied are you with your funds in the following areas?

	Satisfied	Needs improvement	Indifferent
Investor Reporting	Investor Reporting Satisfied	Investor Reporting Needs improvement	Investor Reporting Indifferent
Financial Reporting	Financial Reporting Satisfied	Financial Reporting Needs improvement	Financial Reporting Indifferent
Expense Reporting	Expense Reporting Satisfied	Expense Reporting Needs improvement	Expense Reporting Indifferent

Question Title

* 6. How important is a fund managers ability to generate Customized Investor Reports?

Critical

Preferable

Indifferent

Question Title

* 7. Have you requested the use of ILPA templates from your fund managers?

Yes

Question Title

* 8. How important is investor service to reinvest in a fund manager?

Critical

Preferable

Indifferent

Question Title

* 9. Would you be willing to participate/contribute to an industry publication giving feedback to fund managers outside of this survey?

Yes, Happy to be Quoted

Yes, Anonymously