3. Monitoring
Monitoring activities focus on the client’s circumstances, changes in markets and fund man-agers’ activity. Aforge Finance processes this information in order to suggest necessary ad-justments or changes to the client.
- Centralized reporting, restatements and submission of consolidated reports to the cli-ent.
- Telephone contact with managers in connection with specific events.
- Visits to managers (at least once a year).
- Receipt of annual reports and audited accounts.
- Quarterly statistical comparisons (with indices and competitors).
- Verification of adherence to management policy.
While offering access to a wide diversity of management firms selected in their respective areas of especial competence, Aforge Finance nevertheless simplifies the monitoring process for its clients by means of a unified, exhaustive reporting system for all their positions.
