Accuracy & Clarity
Every transaction an Investment Manager makes is audited analyzed and recorded and every report is reviewed by three separate analysts for accuracy.
Looking at a scatter chart comparing rate of return and investment risk, one can quickly see how the manager is performing compared to hundreds of other managers.
Accuracy is the most important part of our business and will never be compromised
- In addition to a consultant, each client is assigned a Performance Analyst who oversees the production of reports and research efforts
- Every transaction is analyzed and audited for accuracy
- Each report will have been reviewed by multiple analysts for accuracy prior to completion
- We have an ingrained system of peer review and analytical scrutiny
- There is little room for confusion when faced with the accuracy of our numbers
- Our report design reflects our commitment to provide the Trustees with the appropriate information needed to make informed decisions
- Scatter Charts are an integral part of performance reports
- Scatter Charts plot fund returns vs. risk for a particular style during specific time periods
- This allows for very relative comparisons between investment managers
- Another unique reporting aspect is analysis of cost and quality of equity manager transaction