Portfolio review service for fiducaries.

1. Investment Performance Reporting
A new generation of risk reporting service which provides pension and trust fiduciaries with
easily accessible and actionable reports tailored to their firm and underlying client base.
We can provide a portfolio review service or ongoing regular
monitoring in an agreed format. We can also assist in
bolstering clients’ risk management processes and providing
alerts as and when limits are breached or exception reports on
accounts which require attention.
Confiànce Risk Monitor was following the global financial
crisis of 2008 to provide outsourced risk monitoring
services to international clients such as: institutional
investors, family offices and trustees. Our investment
performance reporting service includes the following
key features:
Expertise Fund analysis can be benchmark, peer group or absolute return oriented
- Our databases include a large number of managed
accounts and a wide range of investment funds
including hedge funds where we source full position-
level transparency. We receive feeds from over 400
investment institutions on at least a weekly basis.
- The type and level of analysis can be customized – we
don’t adopt a ‘one size fits all’ approach.
- We work with the same technology and financial
software as leading investment banks and hedge
funds. This enables our service to be more flexible and
efficient than our peers.
- We can propose a monitoring framework suitable
for a range of different asset classes and provide
clients with timely exception reports. If required we
can assist with proposing new managers or changing
existing mandates. Attribution analysis can highlight drivers of risk and return
- We continuously engage with local and global
regulatory and professional bodies to ensure that Client Interaction
our processes incorporate evolving regulatory - We work with investment managers and trustees
requirements. and can deliver excel or web-based tools to enable
intermediaries to receive data and generate
Post credit-crunch analysis their own ad-hoc analysis when required.
- Our services are designed to improve corporate - We can develop client-specific reporting templates.
governance and long-term client performance as well
as comply with the highest professional standards. For further information contact: risk@confiance.gg
Confiànce Risk Monitor Limited
PO Box 191, Elizabeth House Ruettes Brayes, St Peter Port, Guernsey, Channel Islands GY1 4HW
T: +44 (0)1481 746480 F: +44 (0)1481 746499 W: www.confiance.gg