Resources - Portfolio Monitoring

Legacy provides an in-depth quarterly fund monitor that includes the following:

  • Investment policy statement compliance and review
  • Capital markets and economic overview
  • Overall fund performance and characteristics
  • Cash flow analysis
  • Asset allocation analysis
  • Risk guidelines
  • Risk adjusted performance
  • Individual manager performance vs. Benchmarks and peers
  • Historical performance
  • Top-ten holdings for each manager and overall fund
  • Sector holding analysis