Ongoing portfolio oversight with reporting your committee and compliance team can use. Performance attribution, action notes and a cadence that keeps decisions on track.
Reporting that drives decisions, not just documents them.
Attribution-ready performance reporting that shows what drove returns and where outcomes differed from expectations.
What was assessed, what changed and why. Documented after every review cycle and retrievable when needed.
A scheduled review cadence with defined escalation triggers for when something needs attention outside the normal cycle.
Reports aren't produced in isolation. Every review connects to your governance framework and committee cycle, so the reporting drives decisions rather than sitting in a folder.
Attribution-ready performance reporting
Action notes and decision documentation
Review schedule and cadence management
Escalation triggers and out-of-cycle review criteria
Compliance-ready reporting packs
Integration with investment committee cycle
This service suits firms that have portfolios in place but lack structured monitoring, or firms whose reporting doesn't connect to governance processes and committee decision-making.
If you are currently…
Reporting that connects to governance and drives decisions.
We assess your current monitoring arrangements and design a reporting framework that fits your governance structure and committee cycle.
We establish the reporting templates, data feeds, review triggers and escalation criteria. First reports are produced and calibrated.
Reports delivered on schedule. Reviews conducted. Action notes documented. Escalation triggers monitored and flagged.
Every engagement begins with an honest assessment of where your firm is and where the pressure sits.
We provide oversight and reporting. We don’t execute trades or manage portfolios directly. Our role is to monitor, report and flag issues for your committee to act on.
Reporting frequency is agreed as part of the engagement. Most firms receive monthly monitoring with quarterly deep reviews aligned to the committee cycle.
Yes. We work with data from all major platforms and can design reporting that consolidates across multiple sources where needed.
We flag it to the relevant decision-maker with a documented recommendation. Whether it goes to a scheduled committee meeting or triggers an out-of-cycle review depends on the severity and your escalation framework.