S&P Clears the Air on Real Estate Funds

January 23, 2002 (PLANSPONSOR.com) - Standard & Poor's unveiled a product that aims to make the risks associated with real estate equity funds in the UK, Europe and the US more apparent.

The group’s new reports, Real Estate Equity Fund Manager Assessments, provide reviews of real estate equity fund managers, based on an evaluation of::

  • company management and organization
  • operations
  • asset management capabilities
  • investment and divestiture strategies
  • processes
  • performance.

The reports will be updated at least annually.

Future enhancements will include peer comparisons and an assessment of portfolio quality including valuations.

Consultant Robert Davis of Jaeger Private Equity will market the product in the UK, Europe, and the US.

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