Hybrid Client Reporting

Informa Investment Solutions has united its renowned Performer and Investment Scorecard reporting tools to create a unique client reporting hybrid.

This dynamic new offering fulfills the ongoing performance reporting needs of investment professionals and their clients with unmatched comprehensiveness. Informa hybrid client reporting gives brokerage firms, bank trusts, investment consultants, wealth managers, money managers, and plan sponsors the best of both worlds because they can now leverage the individual product strengths of both Performer and Investment Scorecard.

The integration of Performer and Investment Scorecard allows clients of both reporting platforms access to additional data sources and service options. Informa hybrid client reporting offers Performer clients the advantage of employing Investment Scorecard's data processing and validation expertise to handle much greater portfolio volumes. Investment Scorecard clients can now enjoy the much higher level of report customization that Performer provides.

Industry Experts

Informa hybrid client reporting staff comprises industry experts experienced in developing and deploying customized performance solutions. In our more than 30 years of experience, we've found that most organizations require focused, customized solutions to resolve specific issues. Informa hybrid client reporting is a completely configurable system, so it easily fulfills your specific performance measurement and reporting requirements. In addition, a data source agnostic, open architecture design allows Informa hybrid client reporting to incorporate data from disparate sources, including proprietary internal systems and third party vendors, to allow consolidated reporting across multiple custodians.

Comprehensive and Flexible Enough to Fulfill Every Client's Needs

Flexibility begins with data processing. The ability to capture data from disparate sources, together with Informa's industry leading data validation methodologies, allow you with confidence to outsource your data processing to Informa hybrid client reporting.

The data source is immaterial with Informa hybrid client reporting; data may be captured from any data source. If you chose, you may also maintain your current data processing model and simply provide Informa hybrid client reporting with validated data. You are not confined by limitations on the availability of electronic custodian data. Informa hybrid client reporting also makes available several methods of manual data entry.

Informa hybrid client reporting's powerful and robust software produces reports that satisfy even your most astute and demanding clients by providing:

• comprehensive comparative analysis using hundreds of market indexes, customized benchmarks, and peer universes
• focused statistical analysis including absolute, target and benchmark relative measures, and MPT statistics
• returns based style analysis
• relative and absolute attribution
• returns calculated in adherence with the Global Investment Performance Standards (GIPS®)

For your extremely demanding clients, our specialists can work with you to customize reports to your specifications. If a more standardized performance report fulfills your clients' requirements, or if you have a large volume of reports to produce, you can outsource their preparation and delivery to IIS, as well. This service will save your organization valuable time, without sacrificing your basic ability to tailor reports to satisfy individual clients' needs.

Unfettered Access to Data and Reports

Because Informa hybrid client reporting is web-based, you needn't be confined to the office. As long as you have your laptop and Internet access, your data and reports are just a few mouse clicks away. You have access to all manners of portfolio data, including assets, transactions, and performance. Moreover, the Informa hybrid client reporting report library gives you access to all current and historic client reports.

Technology Management

Informa hybrid client reporting makes life simpler by allowing you to outsource the responsibility for hardware, software and data maintenance to IIS. This is ideal for organizations that do not have dedicated IT resources, as well as those who would rather avoid placing additional strains on their internal IT staff.

In addition, Informa Investment Solutions offers a range of optional Facilities Management services to fully support your installation. From system and data maintenance to full disaster recovery, Informa Investment Solutions offers a fully customizable IT back office environment to support your current business and future growth.