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ELFA Diligence

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Initiatives
DILIGENCE SERIES

Fostering effective engagement between investors and management on important issues, our Diligence Series is designed for use during the primary marketing stage for deals, and through reporting season.

ELFA Diligence
Best Practice Guide to Syndication Process – Updated Version
25 February 2026
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ELFA Diligence
CLO ESG Questionnaire – Updated Version
16 December 2025
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ELFA Diligence
ELFA Best Practice Guidance for the Reporting and Disclosure of CLO Transactions – Updated with Annex
11 December 2025
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ELFA Diligence
ELFA ESG Fact Sheets 2025 (Macro Enabled)
6 October 2025
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ELFA Diligence
ELFA ESG Fact Sheets 2025 (Non-Macro Enabled)
6 October 2025
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ELFA Diligence
ELFA ESG Fact Sheets 2025 (Macro and Non-Macro Enabled)
6 October 2025
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SUBMIT FEEDBACK

What are your experiences engaging with companies and their advisors? Do you have more questions for our Initiative Committees? Relating your experiences and questions is part of ELFA’s mission.

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