A family may report a 14% private equity allocation against a 15% target, appearing comfortably within mandate. Yet a private equity expiry ladder — a forward view of expected fund maturities and distributions — …
A portfolio may report a 12% equity return against an 8% target, appearing to have delivered a strong result. Yet sector attribution can reveal that the majority of that return came from a single …
A portfolio can remain within a ±0.5% monthly performance deviation limit while its rolling tracking error rises over several quarters. In plain terms, the manager may “pass” each monthly check while the portfolio steadily …
Juan Gris - The Sunblind In one of our client reports, a Monte Carlo analysis showed that several equity positions had less than a 10% probability of recovering their book value within …
Juan Gris - The Breakfast - Musée National d'Art Moderne In one analysis of our Executive Reports, a fixed income portfolio reported an average credit rating of A and a duration of …
Why “Compliant” Dashboards Fail Families and What to Do About It Fernand Léger - The City The Reporting Gap Most financial reports are written by the very people managing your money. By …