Prudential maintains records of all investment details to generate state-of-the-art month end reports, tailored specifically to individual requirements. Reports include detailed security holdings, marked-to-market portfolio performance and credit/maturity limit reports vs policy limits.
Prudential works with each client to establish a tailored monthly board/committee/council template report which Prudential then prepares at the end of each month according to the client’s required timeline.
A sample month end report follows:
Clients use the online portfolio dashboard to see their investment portfolio up to the latest transaction, helping them with their cashflow, risk management and allocation decisions while monitoring their investment policy compliance in real time. All information on the secure online website can be downloaded into Excel for further analysis. Click below for further details.
Prudential’s singular focus is to provide superior customer service and to help our clients achieve optimal governance procedures for their investment management functions "
Prudential has no affiliation with any banks or product providers and our total remuneration is the pre-arranged flat monthly fee from our clients "