<H1>Private Banking and Family Office Asset Management Investment process Follow-up</H1> <span class="sousRubrique">3. Follow-up</span> <p><span class="rubrique">Ongoing investment analysis is conducted as follows:</span></p><br> <p class="p5">Telephone contacts with the <a href="http://www.aforge.com/ang/private-banking-family-office/asset-management/investment-process/selection/selection.html"><b>manager</b></a> in the event of important changes.</p><br> <p class="p5">Visits to the <a href="http://www.aforge.com/ang/private-banking-family-office/asset-management/investment-process/selection/selection.html"><b>manager</b></a> (at least once per year) to verify systems and methodologies.</p><br> <p class="p5">Analysis of management reports and audited financial statements.</p><br> <p class="p5">Quarterly statistical comparisons (indices and competitors).</p><br><p class="p5">Informal market contacts.</p><br> <p class="p5">Centralisation of fund <a href="http://www.aforge.com/ang/private-banking-family-office/asset-management/investment-process/selection/selection.html"><b>manager</b></a> reports, restatement by <a href="http://www.aforge.com/ang/private-banking-family-office/asset-management/investment-process/selection/selection.html"><b>Aforge Finance</b></a> and transmission of consolidated reporting to the client.</p><br> <p><a href="http://www.aforge.com/ang/private-banking-family-office/asset-management/investment-process/selection/selection.html"><b>Aforge Finance</b></a> brings together disparate information on its funds in providing the client with detailed reporting on his or her portfolios and insurance contracts.</p> <a href="/plan-site.htm">Site map</a>