The Private Equity Reporting Group (PERG), the body tasked with monitoring compliance with Sir David Walker’s Guidelines for Disclosure and Transparency in Private Equity has published its thirteenth annual report. The Guidelines currently cover 61 of the largest private equity-backed companies in the UK. 93% of companies in the sample reviewed this year have complied with the disclosure requirements in their annual report (2019: 100%). The PERG and PwC have also published the latest version of the Good Practice Reporting Guide, which highlights examples of good practice to aid portfolio companies with their reporting next year.

 

• PERG Thirteenth Report – January 2021
• Improving transparency and disclosure: Good practice reporting by portfolio companies – January 2021
• EY annual report on the performance of portfolio companies – January 2021

 

 

2019 PERG Reports

• PERG Twelfth Report – December 2019
• Improving transparency and disclosure: Good practice reporting by portfolio companies – December 2019
• EY annual report on the performance of portfolio companies – December 2019

 

2018 PERG Reports

• PERG Eleventh Report – December 2018
• Improving transparency and disclosure: Good practice reporting by portfolio companies – December 2018
• Improving transparency and disclosure: Good practice reporting by portfolio companies - April 2018

 

2017 PERG Reports

• PERG Tenth Report - December 2017
• Improving transparency and disclosure: Good practice reporting by portfolio companies - March 2017

 

2016 PERG Reports

• PERG Ninth Report - December 2016
• Improving transparency and disclosure: Good practice reporting by portfolio companies – March 2016

 

2015 PERG Reports

• PERG Eighth Report - December 2015

 

2014 PERG Reports

• GMG Seventh Report - December 2014
• Feedback statement: Amendments to the Walker Guidelines - July 2014
• Walker Guidelines, Part V - July 2014
• GMG Improving Transparency and Disclosure - Good Practice Guide - July 2014
• GMG consultation on amendments to the Walker Guidelines - April 2014
• GMG Improving Transparency and Disclosure - Good Practice Guide - February 2014

 

2013 PERG Reports

• GMG Sixth Report - December 2013
• GMG Future Development of the Walker Guidelines - July 2013
• GMG Improving Transparency and Disclosure - Good Practice Guide - February 2013

 

2012 PERG Reports

• GMG Fifth Report - December 2012
• GMG Improving Transparency and Disclosure - March 2012

 

2011 PERG Reports

• GMG Fourth Report - December 2011
• GMG Improving Transparency and Disclosure - May 2011