Portfolio Analytics & Performance Reporting
- NewTower has the expertise to provide
detailed analyses to interpret the drivers of investment performance.
Analytical research capabilities combined with automated modeling
tools and industry leading market data resources support detailed
attribution and benchmarking analyses identifying accretive and
dilutive fund strategies.
- NewTower has a track record of designing
tailored reporting packages that provide senior executives with
actionable findings to optimize fund performance. These
include quarterly dashboards with operational metrics, key performance
indicators or reports on progress towards achieving operational
and strategic goals.
- Working with its strategic partners, NewTower
applies its analytic capabilities and deep industry knowledge
to support the development of Strategic Plans for managed
funds. Backed by a strong understanding of the competitive
environment and fund dynamics and goals, these strategies help
achieve portfolio success.