Client Interaction & Reporting

Client Reporting
Stanhope’s client valuations are produced within 15 working days of the month or quarter end. In addition we prepare bespoke detailed quarterly reports for client meetings which cover performance analysis, investment strategy and economic outlook.

Stanhope is further able to provide consolidated reporting of multiple investment portfolios. We can also include privately held assets within our reporting. Our back-office system enables us to provide you with reports and performance analyses with features similar to those usually only offered by global custodians.

Client Interaction
We generally meet quarterly for a detailed review of the portfolio, markets and investment strategy. We interact with clients between meetings as requested.

In addition, we provide clients with:

Written bulletins:

  • Every fortnight the investment team sends out a market report
  • Monthly data sheet with details of moves in markets and economic numbers
  • Chief Investment Officer’s newsletter, five times per year

Investment Committee meetings:

  • Clients are invited to attend a meeting with the full investment committee twice a year

Meet the manager lunches:

  • All clients are invited to meet the managers of funds in which we invest over an informal lunch on a regular basis.