Client reporting meeting the most discerning requirements
We offer comprehensive client reporting for our institutional clients. As a rule, this is produced quarterly and contains the following elements:
- Executive Summary - a summary of the period under review
- Portfolio Fact Sheet - with information on key data, investment policy, asset allocation and performance
- Portfolio Manager Report - an analysis of the market developments and performance attribution
- Market Review - a review of the economic environment and the development of individual markets
- Economic & Portfolio Outlook - LGT’s current market outlook and the consequences for investment policy
- Contacts - contact details of the relevant portfolio managers and client advisors
Your contact
- LGT Capital Management
- Tel: +41 55 415 9275