Reporting
We strongly believe that consolidated investment
reporting is another opportunity to add value to our
clients. The comprehensive nature of our reporting
platform allows us to seamlessly incorporate every
aspect of our clients' wealth. Exposures are
captured across asset classes and legal entities,
combining both public and private holdings to ensure
an effective review. Our clients are able to customize the
available information in terms of report content and
frequency.
Bristlecone's investment reports are designed to (1)
present the client's current overall financial
position and cash flow projections, and (2) review
and analyze the objectives, structure, and
performance of the portfolio, its asset classes, and
its external money managers. With the appropriate
investment time horizon, we address the
following critical portfolio questions in an
intuitive and understandable format, allowing
clients to easily access varying levels of portfolio
detail.
Objective:
- Do we understand, and have we correctly summarized the portfolio's objective?
Structure:
- Is the overall asset allocation structured to meet the portfolio objectives?
- Are the individual asset classes structured to meet their asset class objectives?
Performance:
- Is the portfolio performing to its objectives?
- Are the individual asset classes performing to their objectives?
- Are the external managers performing to their objectives?
