Brockhouse Cooper

Investment Manager Monitoring

Brockhouse Cooper provides a comprehensive manager monitoring and performance analytics service. Our customized reporting emphasizes dialogue with our clients and incorporates both qualitative and quantitative factors. We collaborate with our clients to develop an understanding of their particular needs and focus our clients’ attention to those issues which are of most relevance to them which may include:

• organizational change at the asset manager;
• continuity and competency of the investment team;
• consistent application of the investment process and style (portfolio analytics) and
• performance and risk characteristics compared to benchmarks and an appropriate peer group of managers.