Investment Reporting
Since the markets are constantly changing and evolving, an important part of our work with the client is to monitor the performance of the portfolio over time.
We can report on any time basis required for the client but usually this is either monthly, quarterly, or annually.
This provides an added layer of investment governance to a portfolio so the client can carry assurance of exactly where their portfolio is placed over time, rather than relying on potentially generic or non-personal reporting from fund managers.
Most of our reports will include the following information, but we can build a report that has information relevant to the client's needs, including:
Investment returns over various time periods against the portfolio and individual fund benchmarks
Breakdown of the underlying asset classes
Investment fees summary
Market commentary
The investment monitoring allows Eriksens to keep on the pulse of our client's portfolio and the broader financial markets as well. We work closely with the client to adjust the allocation to remain on track to execute the investment strategy.
Related Expertise
“A fool and his money are lucky enough to get together in the first place”