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Home > Activities > Reporting Outsourcing

Portfolio Management Reports

Outsourcing of reporting outputs is increasingly necessary... 

- Reporting duties by Professionals of the Financial Sector (P.F.S.) such as management companies, portfolio managers, investment advisers, and also family offices and family holdings, are becoming increasingly important.

- Those requirements are particularly demanding for the following types of documents:

- Investment management reports providing structure information to investors

- Asset consolidation reports offering a synthetic and analytical overview of the evolution, performance and risk contribution of each asset class, and clear overview of all positions in the portfolios

- Monthly investment fund factsheets

- Risk management reports

Orionis Management specializes in the production of these various types of reports, mainly in the monitoring of portfolios through an analytical tool developed in-house.

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