Focussed on meeting the needs of clients

Whilst our range of services incorporate reporting focusing on key and summary results we are recognised for the provision of detailed portfolio risk and return analysis on behalf of institutional investors. Due to our process reporting is transparent permitting clients the ability to receive reports constructed from stock level data.

We recognise that all clients are different and that needs change over time, therefore we tailor our service to meet their needs. This involves:

  • Flexible reporting and meeting schedule focused on meeting client deadlines
  • Client bespoke reporting

We view ourselves as providing a service, not just a reporting function, therefore we use reports combined with regular meetings and contact to ensure that our clients are able to identify and discuss the portfolio’s results, structure and dynamics with trustees, investment advisors, consultants and investment managers

Reporting is available via PE Online, our web based system, e-mail and/or hardcopy