Structuring Family Wealth: Performance Reporting for Meaningful Interpretation

Families continue to seek a better way of communicating performance results so that end users can gain a thorough understanding of the impact of strategic asset allocation, rebalancing, tactical shifts, and individual manager results and other performance measures. Critical to the success of such reporting is starting the performance discussion at the overall relationship level, and as such, Tania and Doug will share the seven essential elements or questions the investor needs to ask and have answered. Included in the discussion will be strategies for effectively communicating results, essential reporting formats, approaches to take in transitioning from the macro to the micro and guidelines for defining how to interpret performance results.