Economic Performance Reporting & Monitoring
Monitoring the ongoing performance of the investment managers and funds serving our clients is a critical step in optimizing investment results.
Close monitoring allows our clients to compare actual performance to their goals and to build an understanding of the factors that influence performance. If appropriate, adjustments can be made quickly to take advantage of opportunities and address performance issues.
We review the performance of investment fund managers serving our clients on a monthly, quarterly and annually basis. Reviews also entail checks for accuracy of client transaction records, account balances and reconciliation of records provided by the fund managers. Clients are provided with quarterly reports summarizing account balances, composition of the portfolio, investment returns, transaction costs and fees.