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Portfolio Consolidation
Thursday 27 May 2021, by
We provide our client a continuous supervision of their assets based on statements and valuation reports provided by the financial institutions and financial data bases for daily valuations.
- Efficient reporting system : our IronLine software is flexible in terms of asset class categorisation and clear presentation of performance attribution.
- Production of income and capital gains generated each fiscal year. Those can be provided to accounting experts for the production of financial statements and tax returns
- A thorough analysis of each position held in the portfolio which is then synthetised in a useful format for the preparation of your discussions with your asset managers or advisers. Ad hoc reports are prepared in advance before your visit to each asset manager.
- Tailored training sessions offered to the younger generation in terms of asset allocation, ESG considerations, selection of money managers, and other asset classes such as commodities and block-chain/crypto-currencies.
Orionis partners have a long and fruitful experience in portfolio management which lead them to spot quickly in advance the inefficient asset allocation and selected investments.
