Saturday, November 22, 2008

MODULAR PORTFOLIO REPORTING - Tracking the Matrix

Consistent with our approach we have developed a customized Modular reporting format. It allows you to view and understand how the attributes of each component contribute to the whole.

Saturday, July 12, 2008

Reporting, Measurement and Adjustment

Monitoring and adjusting client portfolios as market conditions and client circumstances change is the essence of portfolio management. The AMPM is monitored on a daily basis. We don't dust off your pie chart once a year and rebalance it, seeking opportunity and managing risk, is a 24/7 job. We have found that a Formal Quaterly meeting works best to review the activity of the last Quarter and set the stage for the next, while we manage the day to day activity. We communicate as needed in the interim. Our reporting is an institutional state of the art system customized for our modular approach. Each module is analyzed separately and the whole collectively.