SERVICE: PERFORMANCE EVALUATION

Yeah, We Can Do That

We’ve never liked other people telling us what we can and can’t do. That’s why, when it came to client performance reporting, we opted to build our own system. Over the years we’ve expanded it to meet the needs of our diverse client base. Today, our reporting system allows us to:

• Consolidate various trustee data sources
• Report across multiple currencies
• Utilize tailor-made benchmarks
• Use customized reporting groups
• Provide web-based interactive reports

Good Reporting Starts with Good Data

Our reporting system is not just a pile of percentages. We collect and retain actual, time-weighted cash flows for each account every month. This level of detail allows us to calculate a client’s net and/or gross performance. It also allows us to serve a global clientele with investments in multiple currencies, rolling up accurate performance presentations in both local and home currency terms. Finally, we can easily roll-up account performance into custom groupings based on client specifications, providing insight into not just manager performance, but asset class and overall portfolio.