We offer a consolidated performance reporting solution to provide a single statement containing both a summary and detailed view of your investment portfolio performance. To derive each statement, we collect and compile our client’s investment data and then apply comprehensive analytics to assess performance against its relevant benchmarks and peers.
Our quarterly, semi-annually and annual reports contain the following detail:
- Portfolio gains and losses, gross and net of fees
- Time and dollar weighted returns, gross and net of fees
- Manager and Benchmark comparisons, gross and net of fees
- Major domestic and global Indices returns