Wednesday 4 September, 2019
Genuine transparency? Clearly smart.
Investment returns can create a lot of interest – in more ways than one. Beneficiaries are interested in the funds you can distribute, founders and donors want to know funds are invested wisely, and it’s in the interest of every director and trustee to have genuine transparency as to exactly what you’re invested in.
YOUR REPORTING NEEDS TO TELL YOU:
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Where your funds are invested – down to the last security. |
How your investment is performing – on a regular basis. |
To what degree you are meeting your objectives. |
How your fund manager is performing, against the measures given to them. |
AND IDEALLY, IT WILL:
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Be presented in a format that can go directly into board papers. |
Be a concise summary that cuts to the chase – with detailed reports easily available as needed. |
Tailor your reporting to your key objectives – and reflect the returns that you earn. |
Have your fund manager on hand, to talk through any negatives, or surprises, in detail. |
