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Private Investment Office Independent Investment Advice Investment Management Talent Trustees Investment Responsibilities Agents of Wealth Management and Stewards of Wealth Management Wealth Management Wealth Preservation and Stewardship Concentrated Family Stock Position Family Office Investments Family Philanthropy Multi-client Family Office Charity Investments Bespoke Fund of Funds Manager of Fund Managers Monitoring Fund Managers Discretionary Management Manager Selection Asset Monitoring Individual Asset Allocation Tactical Asset Allocation Research |
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Asset Monitoring
What do we mean by the phrase asset monitoring?
Asset monitoring is a service whereby the assets in an investment portfolio are monitored to keep track of performance. Asset monitoring is one of the core services of a family office or multi-family office. Indeed asset monitoring should be a service provided by all asset managers. Asset monitoring should be ideally be provided by an entity which has no incentive to make the reports more positive than they are so asset monitoring is best carried out by an independent investment advisor or third party. Asset monitoring requires accurate data collection and the ability to produce asset monitoring reports which are simple and clear enough to be useful to the client and yet the asset monitoring reports also need to contain full and accurate information. |