| Monitoring & Reporting |
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Besides providing a regular, comprehensive overview of your financial assets, the focus of our reports is to provide incisive analysis on the performance of each investment. For example, is a fund manager’s performance skewed by one or two securities, or is there a consistency of performance across the underlying portfolio? The latter suggests greater skill and therefore repeatability.
Our reports provide the following:
- Aggregate data from multiple providers including MF’s, PMS Managers, PE Funds, alternative asset funds, direct investments etc.
- Consistent measure of return – e.g. IRR calculation.
- Continually review aspects such as attribution analysis, scope creep, adherence to stated investment approach and change in fund managers.
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