Portfolio Solutions | Enhanced Monitoring

They are precise and accurate. They provide excellent reporting.

Pension Fund, Europe

From sector-specific to full portfolio monitoring, bfinance Monitoring is highly customisable. The service is light-touch when it can be and high-touch when it needs to be. 

We spend time to understand our clients up front in order to deliver useful information and qualitative insight. This includes developing customised reporting structures and performance assessment criteria for each investor. Flexibility is vital, so that reporting can evolve over time as needs or market circumstances change.