Reporting

To make the best decisions, you need the right information. We make it available from multiple locations, in multiple formats, at any time.

Standard Reporting

Benefit from a comprehensive reporting tool that provides quick access to global investment information, including a multitude of performance measurement, performance attribution, analytics, universe comparisons and vendor information. This advanced tool assists in automating the reporting process and compiling data for management and investment reporting.

Charting

Custom-create high-end graphical reports to effectively present complex data relationships as well as compare, understand and communicate portfolio performance, risk statistics and profile characteristic data against universe peer groups and proxies. This capability provides easy access to your information along with a dynamic and flexible display of published and on-demand calculated results.

Querying

Ad-hoc querying enables you to build customized reporting and analysis for performance, holdings summary and security level analytics — providing ultimate control and flexibility for output design with user-defined data selections and sorting capabilities. Available for report creation are: performance returns, market values, cash flows, standard deviations, equity and fixed income security level analytics with earnings estimates, corporate fundamentals, index returns, descriptive data and multiple asset classes.

Customized Reporting

This customizable reporting service incorporates performance universes, appropriate indexes and investment analytics to analyze the performance and structure of an investment fund's assets.

Board Reporting

Summarized reporting for effective communication with investment committees and boards. This solution allows clients to choose content from a range of established templates based upon our extensive insight into the needs of institutional investors worldwide.