Institutional Investors
Consolidated Reporting
An end-to-end consolidated reporting solution for institutional investors that can transform data into portfolio insights.
Consolidated Reporting
Institutional investors are obtaining greater transparency and data from their investment managers. While this data can be extremely valuable, properly aggregating, distilling and interpreting it requires robust systems and data management capabilities. The Maples Group offers an end-to-end consolidated reporting solution for institutional investors that can transform data into portfolio insights. Our services include:
- Flexible reporting for monitoring exposures by different categories, including asset class, geography, industry, manager and strategy
- Position-level detail and a granular breakdown of the funds' underlying assets
- Cash management reporting
- Performance calculations, including contribution, attribution analysis and comparisons against benchmarks
- Risk measurements, including value at risk, what-if scenarios, factor analysis and correlation analysis
- Fee monitoring and recalculations
We recognise that a "one-size-fits-all" approach to analytics may not work for all institutional investors. As such, we take a flexible approach to customising reporting formats to the needs of each client.
Related Contacts
KNOWLEDGE
- ESMA Issues New Guidance and Finalised Rules on EU Cross-Border Activities 12 January 2023
- ESG Fund Services: Helping Managers Make a Difference 07 November 2022
- Guidance for US Managers Launching European Funds 02 November 2022
- ESG Certification Assisting in Mitigating Greenwashing for Investors Managers Funds and Regulators 20 September 2022
- Walking the Walk on ESG Mitigating Greenwashing Risk on the Path to Investing Sustainably 27 June 2022
NEWS & DEALS
- Maples Groups New Sponsorship with Museum of Literature Ireland Expands Learning Programmes 09 January 2023
- Maples Group Welcomes New Head of Fiduciary Services – Luxembourg 05 December 2022
- Kieran Fox Joins Maples Group to Lead European Business Development 28 October 2022
- Maples Group Introduces Industry-Leading ESG Fund Services Solutions 16 August 2022
- Maples Group Announces Three-Year Partnership with Cayman Connection 08 August 2022