Investment Portfolio Monitoring
The Investment Research Partnership is able to provide single or regular reports on investment returns for investment companies and advisers or diverse range of investment portfolios and funds.
We have more than 18 years experience in producing performance analysis reports to Trust Companies and Trustees, Investment Companies, Pension Funds, Investment Advisers, Financial Advisers and Private individuals.
We have dedicated reports to suit Pension and Trust Portfolios where both historic and expected returns are required for reporting services. We are able to work with actuaries to make the detailed actuarial calculations necessary to produce the reports required for pension trustee review meetings and annual reports.
For investment companies, we can prepare customised reports to suit your individual requirements and arrange marketing licences for reuse in marketing publications and media.
Our reports can be:-
- Single investment analytical reports;
- Quarterly, half yearly or annual reviews;
- Supplied with an unlimited performance history;
and include:-
- A review of asset allocation;
- An analysis of investment risk;
- Performance charts, including benchmarks;
- Performance reports, including benchmarks and peer group analysis;
- An independent analyst's report and conclusion (for pension and private portfolios).
In addition we can supply, or assist, you with the creation of and/or review of:-
- Client investment requirement questionnaires including risk/return analysis;
- Investment market analysis across a wide range of market sectors and asset classes;
and help you with:-
- Continuous Personal Development (CPD) training on investment issues for Trustees;
- Consultancy help and advice on implementing and developing internal systems and processes.
To view a sample report please click here.
For more information on the trust services we provide please e-