The Investment Research Partnership is able to provide a range of services to assist Trustees with their client reporting.
We have more than 18 years experience in producing performance analysis reports to Trust Companies and Trustees, Investment Companies, Pension Funds and Private individuals.
We have particular and detailed experience of performance analysis reports for trusts. We have worked closely with STEP (Society of Trust and Estate Practitioners) in both the UK and Channel Islands and have a detailed understanding of the requirements needed when producing analytical reports.
We have dedicated reports to suit Trustees of private portfolios that are simple to understand and include both investment performance and written analysis and include an asset allocation review.
For advice on when to review your portfolio please click here.
Our reports can be:-
- A single or annual Investment analytical report;
- A quarterly, half yearly or annual regular reviews;
- Supplied with up to a standard 5 year performance history (longer periods are possible if required);
and include
- A review of asset allocation;
- An analysis of investment risk;
- Performance charts, including benchmarks;
- Performance reports, including benchmarks
- Composite benchmarks built to mirror any trust objective (where required);
- An independent analyst's report and conclusion.
In addition we can supply or assist you with the creation of and/or review of:-
- Client investment requirement questionnaires including risk analysis;
and help you with:-
- CPD or 'Continuous Personal Development' training on investment issues;
- Consultancy help and advice in implementing and developing internal systems and processes.
For a more in depth description of our portfolio monitoring please click here.
To view a sample report please click here.