Client Service & Reporting
Proactive, Informative, Customized
We understand that providing first-rate client service and reporting is a key part of building a successful relationship. Our client service and reporting is proactive, informative and tailored to meet the specific requirements of institutional investors.
Reporting & Communication
We are known for delivering excellent client service and reporting. We report quarterly and annually as required. We accommodate customized reporting as needed.
Our relationship managers and investment professionals meet with clients as frequently as needed, and at least annually to discuss goals such as investment policy, performance and economic updates.
We supplement our formal meetings and reports with regular news, insights and commentary via the Newsroom on this website.
Our communication avenues include:
Meetings
► At least annually with our relationship managers or investment professionals
Portfolio reporting
► Quarterly account reports
► Annual performance reviews
► Online access to portfolios
Publications
► Quantitative Insights (quarterly)
► Factor Focus (monthly)
► In Focus bulletins
Electronic
► Genus Newsroom
► Email updates and alerts
Events
► Annual visits
► Attendance at roadshows for sub-advisory mandates
LATEST COMMENTARY
RECOVERY GAINS STRENGTH
The trend is clear: there are signs the global economic recovery has legs. Equity markets should remain on an upward trajectory, driven by rising corporate profits, strengthening economic fundamentals and attractive valuations relative to bonds.
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