Performance Measurement and Reporting ServicesUnion Bank provides access to a powerful and convenient performance utility, that delivers timely and detailed portfolio analytics:
- Analyze portfolio returns according to investment decisions, asset allocation, market exposure, and other attributes
- Receive comprehensive portfolio performance reporting as well as individual investment results
- Access comparison reports utilizing indices and benchmark analysis
- View detailed comparison by total portfolio, asset class, investment style, and manager
- Easily determine if the investment strategy performed is based on expected results
- Quantify value added by portfolio manager
- Meet Global Investment Performance Standards (GIPS) calculation standards###DISCLAIMER:2_0 Performance Solution Option###
- Receive timely email alerts of policy violations###DISCLAIMER:2_0 Performance Solution Option###
Monitor Investment Results and Manage RiskMeet your fiduciary and compliance obligations:
- Compare, analyze, and understand risk analysis and management
- Monitor your portfolio for compliance
- Evaluate risk at the asset class, industry sector, investment style, and individual security level
- Understand risk exposure from securities as well as futures, forwards, and swaps
Additional Online Support for Your PortfolioAccess your custody accounts 24/7 with Online Trust & Custody, our web-based account information management service.
To see how Online Trust & Custody can work for you, visit our demo.