Portfolio monitoring

bfinance provides institutional investors with highly customised portfolio monitoring to meet internal reporting requirements and give investment teams greater control.

From detailed qualitative and quantitative insight on particular asset managers through to portfolio-wide analysis, bfinance monitoring services are tailored to meet the specific needs and existing in-house resources of individual clients. Includes regular detailed review of portfolio mix, peer-relative performance and personnel.

Key features:

• Client-centric: monitoring and reporting services are fully customised to fit with individual requirements and resources.

• Expert support: clients receive direct access to bfinance Research Teams comprising experienced principal investors. Again, the degree and type of in-person support is specific to each client.

• Board-ready reporting: up to and including a portfolio-wide single report covering all monitoring and reporting obligations.

Related Links:

Stichting Nedlloyd Pensioenfonds Case Study