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In a volatile marketplace, institutional investors must develop strict investment guidelines to ensure that their investment managers are fully accountable and in compliance with regulatory constraints. INFORM provides a powerful solution to help monitor investment managers’ adherence to investment objectives, plan-specific rules and regulatory requirements.
Through INFORM, clients can:
- Create fully customized, multi-level investment guidelines
- Apply guidelines to individual portfolios or composites
- Create and schedule detail or summary level reports
- Receive an email notification of any or all violations
INFORM’s client specified, programmed investment guidelines combined with its intuitive and flexible reporting package allow clients to easily keep track of their investment managers’ compliance with portfolio, plan, and regulatory rules.
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