Trust Service Portfolio Monitoring

The Investment Research Partnership is able to provide single or regular reports on investment returns for investment portfolios. We have particular and detailed experience of performance analyst reports for trusts. We have worked closely with STEP (Society of Trust and Estate Practitioners) in both the UK and Channel Islands and have a detailed understanding of the requirements needed when producing analytical reports.

 

These reports have also been adapted to suit Pension Trustees where both historic and and expected returns are required for reporting services. We are able to work with either your own, or can provide, actuaries to make the detailed actuarial calculations necessary to produce the reports required for pension trustee review meetings.

 

Our reports can be:-

 

• A single or annual Investment analytical report

• A quarterly, half yearly or annual review

• supplied with up to a 5 year performance history (longer periods are possible if required)

and include

• A review of asset allocation

• An analysis of Investment risk

• Performance charts including benchmarks

• Performance reports including benchmarks and peer group analysis

• Composite benchmarks built to mirror any trust objective

• An independent analyst's report and conclusion

In addition we can supply or assist you with the creation of and/or review of:-

• Client investment requirement questionnaires including risk analysis

and help you with:-

• CPD or 'Continuous Personal Development' training on investment issues

• Consultancy help and advice in implementing and developing internal systems and processes.

For more information on the trust services we provide please e-mail us at info@tirp.co.uk or telephone us on 44 (0)1425 620001