{"id":89,"date":"2023-02-09T10:15:23","date_gmt":"2023-02-09T10:15:23","guid":{"rendered":"https:\/\/iqeq1.local:33771\/?post_type=service&#038;p=89"},"modified":"2023-09-18T13:08:52","modified_gmt":"2023-09-18T13:08:52","slug":"portfolio-monitoring-reporting","status":"publish","type":"service","link":"https:\/\/iqeq.com\/services\/portfolio-monitoring-reporting\/","title":{"rendered":"Portfolio monitoring and reporting"},"content":{"rendered":"<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--deepgray\"\n                id=\"overview\"\n            >\n                Overview            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <p>To create and maintain a successful investment portfolio, you must understand how well your assets are performing. Professional portfolio monitoring and reporting services can help you manage your investments effectively, evaluate risks, and identify growth opportunities.<\/p>\n<p style=\"text-align: center\"><a class=\"btn btn--mint\" href=\"https:\/\/iqeq.foleon.com\/brochure\/iq-eq-cosmos\/\">View our brochure<\/a><\/p>\n            <\/div>\n<\/section>\n\n<section class=\"service-boxes\">\n    <div class=\"container\">\n                <div class=\"boxes\">\n                            <div class=\"box box--purple\">\n                                            <p class=\"title\">$750B+<\/p>\n                                        <p>assets under administration<\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                            <p class=\"title\">800+<\/p>\n                                        <p>funds under administration<\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                        <p>Supporting <strong>11 of the top 15<\/strong> private equity firms<\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                        <p><strong>Advanced technology<\/strong> for seamless asset administration<\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                        <p><strong>Streamlined processes<\/strong> for increased efficiency<\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                        <p>Technical services to meet your operational needs<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n                <\/div>\n                    <\/div>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--deepgray\"\n                id=\"key-services\"\n            >\n                Key Services            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <h2><strong>Our portfolio monitoring services<\/strong><\/h2>\n<p>We can support you with:<\/p>\n<ul>\n<li>Asset reporting<\/li>\n<li>Cash flow forecasting and reconciliations<\/li>\n<li>Performance reporting<\/li>\n<li>Portfolio analytics<\/li>\n<li>Portfolio monitoring<\/li>\n<li>Portfolio risk reporting<\/li>\n<li>Sustainability reporting<\/li>\n<\/ul>\n<h3><strong>Portfolio monitoring<\/strong><\/h3>\n<p>Our portfolio monitoring services are designed to help investors and portfolio managers track investments across a range of asset classes, including alternative, traditional, and luxury investments. Whether you have investments in private markets or a hybrid portfolio, we can help you stay informed and make strategic decisions.<\/p>\n<h3><strong>Portfolio reporting <\/strong><\/h3>\n<p>Our all-inclusive portfolio monitoring tool, IQ-EQ Cosmos, provides personalised portfolio reporting across multiple jurisdictions all over the world. This user-friendly online platform provides a customised online dashboard, allowing you to access real-time data and see how your portfolio is performing.<\/p>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <h2 id=\"why-iq-eq\">Why IQ-EQ?<\/h2>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <ul class=\"benefits\">\n<li style=\"text-align: justify\">One dedicated team<\/li>\n<li style=\"text-align: justify\">Unrivalled technical expertise<\/li>\n<li style=\"text-align: justify\">Committed service delivery<\/li>\n<\/ul>\n<p>When it comes to managing your investments, risk mitigation is key. That&#8217;s why our end-to-end solution enhances transparency and helps you manage investment risks across your portfolio.<\/p>\n<p>With our custom online dashboard, you can easily access real-time data so you can track relevant metrics and provide more useful reporting to your stakeholders.<\/p>\n<p>Contact us today to find out how you can effectively manage your portfolio and achieve your investment goals.<\/p>\n<p style=\"text-align: center\"><a class=\"btn btn--mint\" href=\"https:\/\/iqeq.com\/make-an-enquiry\/\">Make an enquiry<\/a><\/p>\n            <\/div>\n<\/section>\n\n<section class=\"testimonial-box standard-spacing\">\n    <div class=\"container\">\n        <div class=\"box\">\n            <blockquote class=\"style2 fade-in\">\n                <span>The IQ-EQ Investor Solutions team, listened to our requirements and provided a custom built, investor solutions platform providing accurate and reliable data. The data analytics platform supports the team in their investment decision making.<\/span>\n                <cite>\n                    <span>Single family office<\/span>\n                    Utah                <\/cite>\n            <\/blockquote>\n        <\/div>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--deepgray\"\n                id=\"faqs\"\n            >\n                FAQs            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <h2><strong>Portfolio monitoring and reporting FAQs<\/strong><\/h2>\n<p>&nbsp;<\/p>\n                    <div class=\"table\">\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            Why is portfolio monitoring and reporting important?                        <\/div>\n                        <div class=\"col\">\n                            <p>Portfolio monitoring and reporting are vital for helping investors to stay informed and plan for the future. By monitoring the performance of assets, investors can make informed decisions to ensure that their portfolio is meeting their specific goals.<\/p>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            What metrics can IQ-EQ Cosmos track?                        <\/div>\n                        <div class=\"col\">\n                            <p>Our in-house portfolio analytics tool\u2013IQ-EQ Cosmos\u2013provides a range of metrics to track your investments in easy-to-understand charts and graphs, allowing you to assess the performance of your portfolio quickly and efficiently. Our reporting metrics include valuable insights such as how much your investments are worth, how much money is coming in and going out, and how your investments are performing compared to others. <\/p>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            What is the benefit of real-time data for portfolio monitoring?                        <\/div>\n                        <div class=\"col\">\n                            <p>Our data is updated in real-time and can be accessed simply and securely through our online dashboard from anywhere, at any time. This real-time data adds substantial value to our clients for both internal and external reporting and also demonstrates a track record when fundraising. By providing accurate and timely data, we help our clients make informed decisions to ensure investments are performing at their best.<\/p>\n                        <\/div>\n                    <\/div>\n                            <\/div>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <h2 id=\"key-contacts\">Key contacts<\/h2>\n            <\/div>\n<\/section>\n\n<section class=\"related-section related-section--people related-section--centered standard-spacing\">\n    <div class=\"container\">\n                <div class=\"cards row-load\">\n            <div class=\"person-card\">\n            <div class=\"bg-img lozad normal\">\n            <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/Hugh-StaceyGrey-BG-290x192.jpg\" \/>        <\/div>\n        <div class=\"bg-img lozad hover\">\n            <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/Hugh-StaceyGreen-BG-290x192.jpg\" \/>        <\/div>\n        <div class=\"info\">\n                    <h3>Hugh Stacey<\/h3>\n                <p class=\"job-title\">Executive Director, Asset Owner Solutions, UK<\/p>\n        <div class=\"border\"><\/div>\n                    <p class=\"location\">United Kingdom<\/p>\n                <a href=\"#contact-person\" class=\"link link--deepgray email\">\n            Send email        <\/a>\n                    <a href=\"tel:+442073975463\" class=\"link telephone\">\n                +44 20 7397 5463            <\/a>\n                                    <div class=\"socials\">\n                <a href=\"https:\/\/www.linkedin.com\/in\/hugh-s-6714667\/\" class=\"linkedin\">\n                    <span class=\"screen-reader-text\">LinkedIn<\/span>\n                <\/a>\n            <\/div>\n            <\/div>\n<\/div><div class=\"person-card\">\n            <div class=\"bg-img lozad normal\">\n            <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/Noor-Sheikh-Grey--290x192.jpg\" \/>        <\/div>\n        <div class=\"bg-img lozad hover\">\n            <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/Noor-Sheikh-Green--290x192.jpg\" \/>        <\/div>\n        <div class=\"info\">\n                    <h3>Noor Sheikh<\/h3>\n                <p class=\"job-title\">Head of Operations, Asset Owner Solutions, UK<\/p>\n        <div class=\"border\"><\/div>\n                    <p class=\"location\">United Kingdom<\/p>\n                <a href=\"#contact-person\" class=\"link link--deepgray email\">\n            Send email        <\/a>\n                    <a href=\"tel:+442073975270\" class=\"link telephone\">\n                +44 207 397 5270            <\/a>\n                                    <div class=\"socials\">\n                <a href=\"https:\/\/www.linkedin.com\/in\/noor-sheikh-014103103\/\" class=\"linkedin\">\n                    <span class=\"screen-reader-text\">LinkedIn<\/span>\n                <\/a>\n            <\/div>\n            <\/div>\n<\/div><div class=\"person-card\">\n            <div class=\"bg-img lozad normal\">\n            <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/Alex-Stickler-Grey-290x192.jpg\" \/>        <\/div>\n        <div class=\"bg-img lozad hover\">\n            <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/Alex-Stickler-Green-290x192.jpg\" \/>        <\/div>\n        <div class=\"info\">\n                    <h3>Alex Stickler<\/h3>\n                <p class=\"job-title\">Commercial Manager, Asset Owner Solutions, UK<\/p>\n        <div class=\"border\"><\/div>\n                    <p class=\"location\">United Kingdom<\/p>\n                <a href=\"#contact-person\" class=\"link link--deepgray email\">\n            Send email        <\/a>\n                    <a href=\"tel:+442075575911\" class=\"link telephone\">\n                +44 20 7557 5911            <\/a>\n                                    <div class=\"socials\">\n                <a href=\"https:\/\/www.linkedin.com\/in\/alexstickler\/\" class=\"linkedin\">\n                    <span class=\"screen-reader-text\">LinkedIn<\/span>\n                <\/a>\n            <\/div>\n            <\/div>\n<\/div>        <\/div>\n        <div class=\"button-wrapper\">\n                    <\/div>\n    <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--deepgray\"\n                id=\"case-studies\"\n            >\n                Case Studies            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"related-section standard-spacing\">\n    <div class=\"container\">\n                    <h2>Case Studies <\/h2>\n                <div class=\"cards row-load\">\n            <div class=\"case-study-card\">\n    <div class=\"bg-img lozad\">\n        <img width=\"371\" height=\"252\" class=\"attachment-case_study_card size-case_study_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/MicrosoftTeams-image-154-371x252.png\" \/>    <\/div>\n    <div class=\"info\">\n                    <p class=\"expertise\">Technology Services<\/p>\n                <h3>IQ-EQ Cosmos &#8211; Private equity and venture capital<\/h3>\n        <a href=\"https:\/\/iqeq.com\/case-studies\/iq-eq-cosmos-private-equity-and-venture-capital\/\" class=\"link link--purple\">\n            Read the full case study        <\/a>\n    <\/div>\n<\/div><div class=\"case-study-card\">\n    <div class=\"bg-img lozad\">\n        <img width=\"371\" height=\"252\" class=\"attachment-case_study_card size-case_study_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/MicrosoftTeams-image-155-371x252.png\" \/>    <\/div>\n    <div class=\"info\">\n                    <p class=\"expertise\">Technology Services<\/p>\n                <h3>IQ-EQ Cosmos &#8211; Real estate<\/h3>\n        <a href=\"https:\/\/iqeq.com\/case-studies\/iq-eq-cosmos-real-estate\/\" class=\"link link--purple\">\n            Read the full case study        <\/a>\n    <\/div>\n<\/div><div class=\"case-study-card\">\n    <div class=\"bg-img lozad\">\n        <img width=\"371\" height=\"252\" class=\"attachment-case_study_card size-case_study_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/MicrosoftTeams-image-156-371x252.png\" \/>    <\/div>\n    <div class=\"info\">\n                    <p class=\"expertise\">Technology Services<\/p>\n                <h3>IQ-EQ Cosmos &#8211; Fund of funds and secondaries<\/h3>\n        <a href=\"https:\/\/iqeq.com\/case-studies\/iq-eq-cosmos-fund-of-funds-and-secondaries\/\" class=\"link link--purple\">\n            Read the full case study        <\/a>\n    <\/div>\n<\/div><div class=\"case-study-card\">\n    <div class=\"bg-img lozad\">\n        <img width=\"371\" height=\"252\" class=\"attachment-case_study_card size-case_study_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/MicrosoftTeams-image-153-371x252.png\" \/>    <\/div>\n    <div class=\"info\">\n                    <p class=\"expertise\">Technology Services<\/p>\n                <h3>IQ-EQ Cosmos &#8211; Asset owners and family offices<\/h3>\n        <a href=\"https:\/\/iqeq.com\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/\" class=\"link link--purple\">\n            Read the full case study        <\/a>\n    <\/div>\n<\/div>        <\/div>\n    <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"parent":0,"menu_order":0,"template":"","expertise":[],"service_category":[24],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Portfolio monitoring and reporting - IQ-EQ<\/title>\n<meta name=\"description\" content=\"Find out how you can stay informed and make strategic investment decisions with our extensive portfolio monitoring and reporting services.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/iqeq.com\/services\/portfolio-monitoring-reporting\/\" \/>\n<meta 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