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Investment Insights

What should my reporting tell me?

Kiwi Invest

Written by Kiwi Invest

Keeping you up-to-date with all the latest updates at Kiwi Invest.

Tuesday 3 September, 2019

Genuine transparency? Clearly smart.

Understanding exactly what you’re invested in, and how your investment is performing against benchmarks, should be clear and transparent – with your adviser available to discuss any questions or concerns.

 

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YOUR REPORTING NEEDS TO TELL YOU:

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.

 

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AND IDEALLY, IT WILL:

Be a concise summary that cuts to the chase – with detailed reports easily available as needed.

Have your fund manager on hand, to talk through any negatives, or surprises, in detail.

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