Portfolio Analysis and Reporting
The success of investment firms depends on the performance of the investments. Reporting the incorrect return results, make the investors to loose confidence in both the fund and firm.
CES’s Portfolio Analysis and Reporting (PAR) team helps to create, prepare, analyze, and report various portfolio performance and client reports. The team analyzes and reports each and every portfolio on a weekly, monthly, quarterly, and yearly basis. PAR works in collaboration with the investment teams, fund accounting, research, technology, compliance, and various marketing and other supporting teams.