What kind of reporting will be provided?

Full administration of your investment portfolio (including automatic portfolio changes when changes are made by the Model Managers). Comprehensive online reporting with complete portfolio transparency of the underlying investments in your portfolio. Retaining beneficial ownership of the investments in your portfolio.

What is a ‘High-Water Mark’?

A high-water mark is the highest peak in value that an investment fund or account has reached. This term is often used in the context of fund manager compensation, which is performance-based. The high-water mark ensures the manager does not get paid large sums for poor performance. If the manager loses money over a period,…