A provider of comprehensive and flexible services.

For all asset classes and clients total funds we provide the following services. Both incorporate a variety of analysis methodologies, reporting options and client tailored reporting.

Portfolio Evaluation Risk & Return Analysis Service.

This is our core product used by clients to measure the risk and return of their fund, portfolios, benchmarks and objectives. It is typically produced on a quarterly basis, although monthly summary reporting is popular. Analysis includes portfolio return, risk information, detailed risk and return attribution, style, portfolio characteristics, transaction and stock analysis.

Portfolio Evaluation Analytics.

This service provides extended style analysis, trading analysis and scenario analysis.  Scenario analysis is used to evaluate the impact on the overall fund structure of either a replacement or additional manager, or the impact of revising the investment strategy of the fund on its risk and return profile