Portfolio Monitoring and Reporting

We monitor investment portfolios on an on-going basis. We report on a periodic basis as required by each individual client. This is carried out to ensure that investment objectives are being met and that the portfolio is adhering to the established investment policy.

Critically each portfolio’s performance is monitored to evaluate every asset manager, analyze the current market environment and to recommend changes.

Our Portfolio Monitoring and Reporting service can consolidate in one report multiple banking and custodian relationships held in any international location and report in single or multiple reference currencies in tandem with each bank/custodian’s paper or electronic account statements.

We are also able to provide specific consolidated portfolio exception reports to monitor any aspect of a portfolio of concern to individual clients.