Performance and risk reporting
What may be appropriate performance reporting for an equity long/short fund may not be for a credit strategy, cryptocurrency fund, or private real estate fund.
One of the most misunderstood topics in alternative investments is the correct use and application of performance analytics to communicate your fund’s unique edge over competing funds and different strategies.
We look at each client’s performance and risk analytics, benchmarks, and relevant fund databases to report their performance results to their prospects and investors in the best possible light.
By the numbers
We help you communicate your monthly performance or comprehensive analysis of daily returns in a cleanly-designed and compliant format that makes you stand out to investors and prospects. Through visually appealing design and with the best performance analytics data for your firm, we help you interpret and calculate key investment/risk measurements to tell your story.
We do it all—tear sheets, pitchbooks, websites, email blasts, and institutional presentations.
As experts in our industry, we recommend the correct analytics to help investors understand how your own unique strategy performs successfully against your competitors. Spreadsheets and poorly designed Word documents won’t do the job anymore. Our professionals have decades of experience to help you deliver results that are accurate and highly polished.
Front page (at left) of a detailed tear sheet showing indices of monthly growth and analytics. Back page sample (at right) shows how we design your visual data — capturing not only the metrics in a compelling way, but reflecting your brand’s identity using styles that support your corporate identity.
Data sources
Not all alternative investment databases are the same. Registering your Fund with the correct databases is an essential step in communicating your Fund’s progress. We assist you in registering your Fund with the right databases and keeping your performance current.