About the Template Development
In 2024, ILPA launched the Quarterly Reporting Standards Initiative (QRSI), a collaborative, industry-wide effort, to develop the next evolution of quarterly reporting standards to serve the needs of our changing industry.
ILPA engaged LPs, GPs, and Service Providers via a Steering Committee to provide oversight for the initiative, dedicated Working Groups to dive deep into each Template, and a Satellite Group to provide additional feedback. By working collaboratively across the industry, ILPA sought to surface the complex issues and differing reporting practices to be considered in crafting solutions to standardization that would ensure the widest adoption possible around the globe and throughout the PE industry.
The updated ILPA Reporting Template was released in January 2025, alongside the new ILPA Performance Template.
ILPA built upon the successful QRSI outcomes by conducting a similar effort to refresh the ILPA Capital Call & Distribution Template that was released in September 2025 and the ILPA Portfolio Company Metrics Template that will be released in January 2027.
QRSI Steering Committee
LPs
CalPERS
CDPQ
Commonwealth of Pennsylvania Public School
State of Wisconsin Investment Board
Teacher Retirement System of Texas
GPs
Cerberus
Searchlight Capital Partners
Vista Equity Partners
Fund of Funds
Asia Alternatives
Fund Administrators
CSC
State Street
Reporting Template Working Group
LPs
AP6
Mass Prim
State of Wisconsin Investment Board
Teacher Retirement System of Texas
GPs
Certares
Reverence Capital
Fund Administrators
Citco
Gen II
SEI
SS&C
State Street
Consultants
Albourne
Colmore
Performance Template Working Group
LPs
Commonwealth of Pennsylvania Public School Employees Retirement System
M&G
Temasek
Washington State Investment Board
GPs
Certares
Oaktree Capital Management
Searchlight Capital Partners
Vista Equity Partners
Fund Administrators
CSC
Gen II
State Street
Consultants
ACA
Albourne
Cambridge Associates
Capital Call & Distribution Steering Committee
LPs
Alaska Permanent Fund
GPs
ATL Partners
Fund of Funds
Neuberger Berman
Fund Administrators
Gen II
State Street
Consultants
ACA
Albourne
Capital Call & Distribution Working Group
LPs
Allianz Capital Partners
Church Commissioners
GPs
Warburg Pincus
TPG
Fund of Funds
Neuberger Berman
Fund Administrators
Gen II
Aztec Group
Aksia
Consultants
NEPC
Portfolio Company Template Steering Committee
LPs
Afore SURA
Local Pensions Partnership Investments
The Office of Employee Benefits of the Federal Reserve
GPs
Blackstone
Advent International
Apollo
Fund Administrators
Citco
Consulants
Albourne
Portfolio Company Template Working Group
LPs
Miras Investments
Public School Employees’ Retirement System (PSERS)
HESTA
British Columbia Investment Management Corporation
GPs
Ares Management
Quartus Capital
Towerbrook Capital Partners
Veritas Capital
Fund Administrators
Aksia
Suntera
Consultants
Addepar
BlackRock
For questions on the latest ILPA Templates please contact templatesupport@ilpa.org.
