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State of the art monitoring

Your investment strategy requires regular monitoring. That’s what we do. That’s the primary service finalytic provides.

A typical report includes:

Summary Highlights the important points.
Valuation Shows the change in assets over the quarter.
Returns Shows the returns vs benchmarks and attributes them between the different mandates.
Manager pages Delivers – in plain English - analysis of each manager's performance.
Strategy pages Treats the scheme like a manager and checks how the strategy has performed against some relevant benchmarks.

Each report focuses on a particular area, “telling it like it is”. This puts you in control of the agenda, enabling meaningful dialogue with advisers and managers.