Institutional portfolios are complex and consist of an array of asset classes, alternative investments, and multiple investment entities, making it imperative that you have a clear and concise way to understand this sophisticated information.

Convergent was among the first in the wealth advisory industry to provide clients with state-of-the-art consolidated performance reporting. Our easy-to-read reports allow you to assess all of your investment assets, even those on which we are not advising, and determine whether our approach is enabling you to achieve your goals. Your organization’s performance reports are tailored to your preferences, enabling you to see as little or as much detail as you want — from a portfolio overview to the performance of a specific manager.  We can even detail your portfolio’s cash inflows and outflows. With one glance, you know exactly how your portfolio is performing and how well our investment strategy is working for you.

Behind the scenes, we retrieve, reconcile, measure and report investment results. Our proprietary analytics process gives this data meaning. We measure manager performance against relevant benchmarks, broad-market indices and their peers. We present your returns time — and dollar — weighted, with and without fees and expenses, and we adjust for both risk and diversification. Combined with face-to-face meetings, our high tech and high touch approach to reviewing portfolio performance has made us a pioneer in the field.

Importantly, Convergent’s Institutional clients have access to all of this information 24x7 via a secure online client portal.