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Measure your portfolio’s performance and monitor its risk using comprehensive and consolidated performance analytics services offered through an industry leading provider.

Performance Measurement and Reporting Services

Union 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 investment strategy performance meets projected 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 Risk

Meet 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 Portfolio

Access 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.
tcm:9-41796 To learn more about our performance measurement and risk management services expertise, call 1-800-490-8262.