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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.



Core Competencies
NewTower Trust Company