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Atrato Advisors

Category: Ongoing Monitoring

Monthly Basis

  • Performance analysis and transparency reports
  • Conference call with fund manager
  • Monthly performance “flash” report to client
  • Address red flags
Posted on March 15, 2016March 15, 2016Categories Ongoing Monitoring359 Comments on Monthly Basis

Quarterly Basis

  • Onsite visit or comprehensive conference call
  • Full review of holdings, portfolio level changes, personnel updates, asset flows
  • Quarterly performance “flash” report to client
Posted on March 15, 2016March 15, 2016Categories Ongoing Monitoring1,601 Comments on Quarterly Basis

Annual Basis

  • Onsite in-depth visit with portfolio manager
  • Review of audited financials and operations
  • Annual aggregated portfolio review report to client
Posted on March 15, 2016March 15, 2016Categories Ongoing Monitoring1,575 Comments on Annual Basis
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