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