Reporting

Stating the results of clients’ investment portfolios is one of the most important aspects in attraction and retention of clients. Good reporting systems and capabilities help in client understanding of the value added by their advisor, no matter the actual underlying performance of specific investments. Reporting may be conducted at the account level, at the sleeve level or at the household level. Best reporting practices require Attribution Reporting where results are compared to a benchmark, and the asset manager’s performance can be adjusted for general market gains, risk and style.

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