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The day after…Trying to give a next day outlook on what is going on in the investment manage‐ ment world today, it seems that the global economy is on the road to recovery. Banks and in‐ vestment firms are focusing on strengthening their position and regaining lost ground. Finvent remains close to its customers, but one step ahead of the market, bringing to the surface hid‐ den needs while equipping you with the necessary tools to manage evolving changes. Find out below how we can help you improve your every day business.
Specialize Your Performance Reporting
Affiliated Member of the Association of Greek Institutional Investors
ISO 9001:2000
Do you value your perform‐ gives the opportunity to track the performance of ance reporting? We do… any portfolio (e.g. Hedge Striving to offer our custom‐ Fund, Institutional portfo‐ ers added value via powerful lio, Private portfolio) com‐ reporting capabilities, we pared head‐to‐head to the have developed a num‐ ber of specialized re‐ ports for you to better analyze your Portfolio Performance. You can now track your Portfolio Returns in more detail, both on a Money‐Weighted (IRR) and on a Time‐ Weighted basis (TWR – compliant to CFA Insti‐ tute Standards and Performance since Inception by Security GIPS). The comparison of relevant Index. Portfolio Returns with Bench‐ ♦ Internal Rate of Return mark Returns is a very helpful (IRR) compared to a tool that allows you to better Benchmark: All calcula‐ analyze Portfolio perform‐ tions and numbers are ance. presented for Year to date, With this report package we last month and since Port‐ offer you : folio inception. Users are ♦ Time Weighted Returns able to compare model (TWR) by Security and portfolios to benchmarks Sector, compared to without needing to update Benchmarks: This report
performance history re‐ cords. This report can be a very useful tool for Asset Managers who use model portfolios in a daily basis. ♦ Internal Rate of Return MTD, YTD, rolling 12M, best & worst performance | indi‐ vidual security level: this report calculates IRR figures for Month‐ to‐Date, Year‐to‐Date, a User Defined Date Range and Rolling 12 months from today. The month with the highest and lowest rate of returns is also calculated for every individual security. All reports are easily config‐ ured in order to obtain the look and feel that every client wants. For more details contact our Sales department on sl@finvent.com.