Investment Performance and Risk Monitoring Service

We are pleased to announce a new and improved version of our quarterly Investment Performance and Risk Monitoring Service, providing you with an independent report analysing and monitoring the performance and risk of your investment portfolio(s).

The report measures your portfolio(s) using several metrics including return, risk, risk/reward, excess return, tracking error, information ratio, drawdown and VaR stress testing, allowing you to have a deeper understanding of your portfolio(s), which in turn will help you to have more informed discussions with your asset managers and/or investment consultants and also provide you with an investment performance/risk governance report for your investment committee and Board.

Please download a sample report below and if you would like to learn more about this service then please contact