Client Management

We pride ourselves in the thorough and open communication we have with our clients. In addition to e-mail, phone and face-to-face meetings, we provide clients with:

  • In-depth quarterly reporting
    • Overview of performance with key portfolio developments
    • Detailed portfolio analysis: Overview of investment allocation by Manager, Geography and Property Type
    • 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.