Helping a Family with Comprehensive, Easy-to-Read Reporting Solutions to Gain Clear Direction and Better Decision-Making
A family enterprise lacked the ability to view aggregated market value, portfolio allocation, and risk assessment for their more than 20 accounts. Additionally, the family had concerns about their large margin balance and how it affects their earnings on a risk basis, and also about over-exposure in sector concentrations.
Innovest coordinated with their five custodians to set up live data feeds for a large volume of accounts to feed directly into our portfolio accounting system. As a result, Innovest was able to design and create a completely custom report showing portfolio allocation as a whole, while also displaying performance and portfolio attribution on each entity level, just as the client desired.