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Portfolio Reporting

Portfolio Reporting

Problem.

Limited Partners are increasingly seeking more comprehensive, data-driven reporting on their portfolios than ever before to better assess performance, measure risk, and forecast future developments.

Solution.

Portfolio Report contains more than 50 slides of powerful analysis to help you gain a better understanding of critical aspects of your program and support active portfolio management.

Portfolio Report runs on your existing in-house data or data captured through our Data solution.

LP Analyst’s founders have monitored nearly 1,000 unique fund and direct investments representing $30B in client commitments.

Analysis.

  • Benchmarking
  • Manager Alpha
  • Diversification
  • Risk
  • Trends & Drift
  • Company Health
  • Top Holdings
  • Cash Flow Forecast
  • Segmentation
  • Watch Lists
  • Policy Compliance

Benefits.

  • Stay on top of key portfolio developments
  • Better understand performance and risk
  • Identify trends and forecast developments
  • More actively manage and segment portfolios
  • Tailor reporting solutions for multiple end-users
  • Leverage in-house and supplemental data
  • Realize cost savings & keep expertise in-house

Contact us today to order your first Portfolio Report and start to more actively manage your program.

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