Reporting made to measure
Your needs as an investor are always individual. Tailored reporting should be based on these needs – and also measured against them.
More information from us, less effort for you – all this is of great importance to us as a service provider. This is why we use a data warehouse developed in-house that can access all data in our core banking system. We can always offer reporting on all your assets, including benchmarks, tailored to your needs.
But we are also happy to provide you with further presentations or documentation, for example individual special evaluations and quality assurance, transparent fact sheets, and compact monthly reports. If you are an investor in several special funds, we can also offer you consolidated reporting. We can aggregate all portfolio data of the different funds according to your wishes and process it flexibly and transparently.
This also applies to any data for "shadow portfolios" administered by us (e.g. external custody accounts), which we can evaluate for you in the same quality and granularity as you wish. This means that you will always have an overview of all important data and developments for your investments.
This is a marketing notification. The information contained in this publication constitutes neither a request or an offer, nor a recommendation on the acquisition or sale of funds or on carrying out other transactions. A marketing notification serves a mere marketing purpose, is no legally binding contractual document, is not provided for by mandatory law and does not suffice as a basis for decisions on investments or replace individual investment advice. By purchasing a fund you acquire share certificates in the fund and not the financial instruments invested in the same directly. The costs of the fund, such as, e.g., the management fee or the offering premium, reduce the return/performance of the fund.