The Investor Relations ('IR') team places significant emphasis on three key areas: investor communication, relationship development and content improvement. The primary principle applied across the three areas is to be transparent, by providing detailed and frequent information through formal and informal communication channels.
The IR team advise Apax Funds on communications with our investors. This includes quarterly reports and activity updates on significant events such as new investments or exits of existing portfolio companies. Formal reporting is sent directly to investors and there is also a secure Extranet providing online access to financial, legal and reporting information for investors.
In addition to the above, the funds administration team provides quarterly capital statements to investors and audited financial statements for the Apax Fund Partnerships and can assist in answering more technical and accounting queries from investors. A specialist tax team is also available to assist in the provision of tax reporting information.
The IR team manages a thorough relationship development programme ensuring investors receive relevant updates as well as access to senior investment professionals across the firm.
The IR team is keen to develop long-serving relationships with investors and seeks to understand through these relationships what investors are looking for, how best to deliver this, and make ongoing proposals to investors as appropriate.