Demand clarity and consistency in your investment reports. Don’t be fobbed off with unnecessary complexity. You need to know what’s going on.
Managing Director,
UK Single Family Office
Industry needs to move away from chunky and complicated reports. You should remember that the UK is a Nation of skim readers.
Professional Advisers Magazine,
8th May 2024
Investment reports are heavy on detail and every manager reports in a different way with few standardisations. This is both challenging and frustrating for all clients, whether or not they are investment professionals.
Portsum solves this by creating a new common reporting standard that is user friendly, accessible and transparent. With better information better decisions are then possible.
Portsum common reporting standards and information sharing is driven by our wish to empower clients to make better and more informed choices about their investment matters.
