We pride ourselves in thorough and open communication with our clients:

• In-depth quarterly reporting
• Overview of performance with key portfolio developments
• Detailed portfolio analysis: Overview of investment allocation by Manager, Geography, Investment Strategy, Property Type, Product Life-Cycle and Vintage Year
• Investment summaries for new commitments closed during the quarter
• Updates on every underlying partnership
• Client capital accounts and unaudited financial statements
• Audited annual financial statements
• Informal reporting and communication
• Our client reporting team can reasonably accommodate customized reporting as needed.
• Our investment professionals are readily available to discuss portfolio developments.
• Educational resources
  • Clients can receive information on the state of the economy through monthly updates by our Chief Economist, Diane Swonk.
  • Our Investment Management Newsletter also offers useful insight for institutional investors.