The idea behind portfolio and performance reporting to institutional clients is understanding our audience. Since institutional investment committees are generally savvy but have varying levels of investment expertise, we work to make reporting extremely thorough, informational and just as importantly, readable.
Reports are issued, at a minimum, quarterly, but through an easy to access online portal, institutional clients can receive up-to-date information daily and run their own analysis at any point (with or without our guidance). Typically, we work with clients to develop ancillary reports (for example, an analysis of risk-return) that committee members want to track in the context of the Investment Policy Statement and needs of the organization. Much of our reporting platform is customizable.
