Investor Reporting

Situs Strategic Advisors’ investor reporting outsourcing solution will allow you to meet the demands of investor reporting while increasing efficiencies and allowing your staff to focus on asset and portfolio management functions. Situs can compile financial data, operating metrics, and market data for your investor reporting. 

We have the capability to customize reports to meet your investor’s needs and/or reporting requirements. Situs’ experience with plan sponsors has afforded us the opportunity to fully comprehend investor reports from the client’s perspective. We understand the need for best practices which may include Global Investment Performance Standards (GIPS) style reporting at the fund level as well as at the property level.