 |
Grow Existing Assets
Each wealth manager has his or her own unique formula for growing client
wealth. At Black Diamond Performance Reporting™, we embrace diverse strategies and encourage
frequent monitoring to perfect your personal investment style. Frequent
review of performance reporting allows you to develop optimal client-specific
growth strategies that are essential to building and maintaining solid
relationships with your clients.
We can help you grow your existing assets by providing the following features:
-
Daily reporting helps you track market movement
Market movement can have a significant impact on risk, exposure and deviation
from target asset allocation. Monitoring portfolio performance and
client contributions and withdrawals helps you react to market events and client
needs in a timelier manner.
-
Portfolio Theory allows you to monitor exposure volatility
Using Beta and Sharpe Ratio statistics show you how closely your returns are
mirroring the market, as well as overall volatility. Analyzing this at
the portfolio or account level can help reduce client exposure to severe market
movements. Reassure your clients that this analysis can help keep existing
assets more secure and protected from unanticipated events.
-
Advisor Reports help you keep track of your book of business
Whether you’re using outside money management, have a team of advisors or execute
and monitor all investments yourself, Advisor Reports show you performance returns
and cash flows quickly and easily. Designed as an internal management
tool, these reports allow you to closely monitor advisor, portfolio, account and
manager activity over customized time periods.
-
Conform to targets to ensure “Buy low/Sell high”
Create your own targets and apply them to appropriate portfolios, managers and
accounts. Using Targets, you can quickly review deviation from target
and relative performance. Use Attribution to analyze whether returns are
due to allocation, selection or market timing. Based on these tools,
determine if rebalancing accounts is appropriate, forcing the “Buy low/Sell high” approach.
-
Analyze Net Additions to track client contributions and withdrawals
Create customized views of your client’s data that display contribution and withdrawal
data over various time periods. Frequent client withdrawals over time can
represent an eroding relationship between you and your client, leading to diminishing
assets under management. Our application's cash flow tracking allows you to better monitor
your relationships with your clients.
Black Diamond Performance Reporting™ can help you effectively and efficiently monitor
and grow your existing assets under management. For more information, please
continue to browse our website or contact us via e-mail or by calling us at (904) 241-2444.
|
|
