Vocabulary

About Investment Reporting

Learn more About Investment Reporting

Discover the three main types of investment reporting: standard, bespoke, and Consolidated Reporting. Choose the right approach to fit your investment strategy.

It is important for investors as it allows them to track the performance of their investments, evaluate their risk profiles, and make informed investment decisions. The choice between standard, bespoke, and consolidated reporting depends on the specific needs and preferences of individual investors or clients.

Standard Investment Reporting

Widely used approach that involves generating reports using pre-designed templates or formats. These reports follow a set structure and include standardized charts, tables, and graphs that provide information on investment return, performance, asset allocation, compliance and other relevant metrics. Standard reports provide a consistent and uniform way of reporting investment performance, making it easier for investors to compare the performance of different investment managers or funds.

With a PandaConnect solution you get a consolidated wealth reporting for your investment committee, board or just your self.

Bespoke Reporting

Bespoke investment reporting, on the other hand, is a customized approach that is tailored to the specific needs and preferences of individual investors or clients. This approach involves working closely with the wealth manager or financial advisor to determine the most important metrics and information to include in the report. Bespoke reports may include holdings and returns based on your own specifications. Very often alternative investments, and other specialized information that may not be included in the standard solution. This approach provides a more personalized and comprehensive view of an investor’s performance.

Consolidated Reporting

Consolidated Reporting is a way to aggregate and report on investment performance across multiple accounts or investments. This approach involves consolidating information from various sources, such as investment managers, custodians, and financial advisors, into a single report. Often you will also see a consolidation across legal entities, family members or jurisdictions. Consolidated reports can provide investors with a more comprehensive view of their overall investment performance and asset allocation, allowing them to better manage their portfolios.

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