Monitoring your investment mandates

Ensure your investment portfolios are compliant with their investment mandate.

Utilise our expertise

We take the time to understand the guidelines imposed by you on your investment managers.
Our team of compliance analysts are at the forefront of compliance practices across all asset classes and benchmarks.

Access our end to end service and support

We offer the flexibility to provide tailored testing and reporting to accommodate client specific rules and requirements.
Our dedicated compliance team is available to respond and assist in all data queries.

Additional reporting to meet your needs

Our investment compliance reporting products are designed to complement our mandate monitoring service:

Issuer and counterparty exposure
Asset allocation
Top holdings
Derivatives exposure
Credit Risk
Overlay reporting
Derivatives charge ratio
Substantial shareholding.

Make better investment decisions to improve returns for your members with readily available data.
Manage your regulatory compliance and in-depth risk insights in a timelier manner.
Drive better financial outcomes for your fund and members with this cost effective solution.

Providing analytics for your investment performance

Our comprehensive performance analytics solution provides you with leading insights into your portfolio performance, supporting your investment decision making process.