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Institutional client reporting, template management, and delivery tracking.
Total Clients
142
Reports Generated MTD
384
Pending Approval
12
Avg Generation Time
4.2s
AUM, strategy mandates, and report delivery status
| Client | AUM | Strategy | Last Report | Next Due | Status |
|---|---|---|---|---|---|
| CalPERS | $280M | Core Plus FI | Feb 28 | Mar 15 | Generated |
| Norway Govt Pension | $180M | Global Macro | Feb 28 | Mar 31 | Generated |
| Ontario Teachers' | $220M | Multi-Strategy | Feb 15 | Mar 15 | Pending |
| Abu Dhabi Investment | $150M | EM Debt | Feb 28 | Mar 31 | Generated |
| Yale Endowment | $120M | Absolute Return | Jan 31 | Mar 31 | Generated |
| Swiss Re | $95M | IG Credit | Feb 28 | Mar 15 | Pending |
| Temasek Holdings | $180M | Asia FI | Feb 28 | Mar 31 | Generated |
| CPPIB | $240M | LDI Strategy | Jan 31 | Feb 28 | Overdue |
Standard and custom reporting templates
Standard monthly return attribution, benchmark comparison, and risk metrics for institutional mandates.
Comprehensive risk analysis including VaR, stress tests, factor exposures, and limit monitoring.
Full-year performance summary, market commentary, strategy outlook, and compliance certification.
Bespoke reports tailored to specific client requirements, RFP responses, or regulatory submissions.
Latest reporting actions
Monthly report generated for CalPERS
2h ago
Quarterly risk review approved by compliance
5h ago
Report sent to Norway Govt Pension
1d ago
Custom report requested by Ontario Teachers'
1d ago
Annual review template updated
2d ago