Client Service
We pride ourselves in thorough and open communication with our clients:
- In-depth quarterly reporting
- Overview of both direct and partnership fund performance with key portfolio developments
- Detailed portfolio analysis: Overview of investment allocation by sub-asset class, vintage year, manager and industry sector
- Investment summaries for new commitments closed during the quarter
- Updates on every underlying partnership and direct portfolio company
- Client capital accounts and unaudited financial statements
- Audited annual financial statements
- Informal reporting and communication
- Our client reporting team can accommodate customized reporting as needed.
- Our investment professionals are always available to discuss portfolio developments.
- Educational resources
- Clients can receive information on the state of the economy through monthly updates by our Chief Economist, Diane Swonk.
- Our Investment Management newsletter also offers useful insight for institutional investors.
