Services

Reporting + Monitoring

CTC believes there are three purposes of performance measurement and reporting:

  1. to measure the rate of growth of assets over specific time periods, both absolutely and relative to similar portfolios;
  2. to measure the extent to which portfolio risk and return objectives have been achieved as a result of policy decisions; and
  3. to quantify the value added by individual managers relative to feasible alternatives.

CTC’s performance reports offer comparisons based on eVestment for traditional managers. CTC designs reports for decision-makers who want to focus on the most useful information which provides meaningful insight into the sources of performance. Most importantly, client reports are customized to meet each client’s specific needs. CTC uses a variety of customized benchmarks as appropriate for each asset class. Click here to see a Sample Performance Report.