Wherever your assets may be located, we gather the values and returns from your investment managers and prepare consolidated performance reports. This provides stakeholders with a complete view of return drivers and the ability to hold all investment managers to account.

The returns from the portfolio, each asset class and every investment manager are compared to their respective benchmark. The portfolio is also assessed against the return objective, asset movements, and attribution analysis.

We gather security-level holdings from your investment managers and prepare consolidated ESG/Impact reports. As a portfolio-of-one, our reporting allows investors to select from over 500 metrics to quantify and monitor what matters the most to them. This allows our clients to have a consistent approach to monitoring environmental, social and governance (ESG) criteria across their total portfolio.