Reporting and Data Management at a Glance

While reporting for your UCITS funds and AIFs is a regulatory requirement, these documents provide your investors with meaningful information if they are done well. Our “PowerPortal” reporting tool enables you to access both - standard and customisable reports on different modules and asset classes at all times. Thus enabling you to meet your investors’ needs perfectly.

 

Our ESG reporting meets the clients’ highly topical demand and also allows you to analyse whether your UCITS fund or AIF complies with sustainability criteria. As part of our partnership with Europe’s leading rating agency Scope Analysis, you gain access to tailored advisory services and customised analyses on investment concepts for your funds.

We also provide standardised factsheets in addition to extensive reports that serve a wide range of investors. With pleasure we support you with the individualisation of these documents.