Delivering the insight investors need to manage complex strategies and make better decisions

Never before has the challenge of managing an investment portfolio been so complex, yet reporting remains much as it was 15 years ago. At Summit we have developed a suite of services to deliver information across a broad range of areas, whilst enabling control over the depth of the analysis to avoid overburdening our clients with information. This empowers our clients with enhanced insight into their investment activity, enabling them to make more of their relationships with consultants and asset managers.


Transparency

• Reports contain access to underlying holding and transaction details
• Comparable market data is available for each holding and transaction
• Transaction cost analysis extends to fees, foreign exchange rates and commissions

Succinct reporting

• Summit reports summarise vast amounts of critical investment information
• The investor has complete control over style, frequency and content of reports
• A combination of micro and macro reports bring brevity to 90% of all reporting and clarity to the 10% that requires further explanation

Consolidation

• Summit's single analytical framework incorporates performance, risk, transaction costs, attribution and more
• Analytics combined with compliance enables investors to access all the relevant information in one tailored package
• Our dashboard provides real oversight via an automated monitoring and notification process

Helping investors control risk and improve governance

Recent global events have emphasised the importance of control and highlighted the lack of effective mechanisms at the investor level. Summit restores control over investment decisions to those responsible for them. We deliver independent oversight through fully transparent processes. Our clients can sleep more soundly at night knowing that their daily investment activity is being automatically monitored through systematic checks and audits.


Oversight

• Our dashboard provides a user-friendly summary of all analytical and compliance information
• Comprehensive daily checks, balances and reconciliations
• Early warning radar for potential problems and immediate notification of breaches within the client mandates
• Verification that data from managers, custodians and independent providers is consistent

Coverage

• Summit offers a more comprehensive range of variables on which to base decisions
• We create high-level tailored reports and provide access to all the underlying detail
• Summit's flexible reporting tools automatically meet the individual requirements of different departments within your organisation - specific analysis, weekly due diligence, monthly updates and quarterly review

Timeliness

• Our process of daily collection, nightly reconciliation and next day availability increases an investor's ability to react to the market and deal with compliance issues
• An online system allows trustees to access reports, enabling them to join meetings armed with up-to-the-minute information.

Helping investors achieve best practice with limited resources

Investors are under intense pressure to deal with more fund managers, adhere to stricter regulations and stretch already tight budgets. Summit helps the professional investor to stay in control of their internal processes through a solution designed to transform the operational elements of managing investments. We do this without burdening our clients with too much information, unwanted complexity or additional cost.


Automation

• Summit's systematic processes, involving high levels of automation, limit human intervention and minimise related errors.
• Integral quality controls ensure accuracy and consistency
• Daily collection, nightly reconciliation and next-day delivery of information offer tangible and immediate benefits over traditional monthly delivery

Independence

• Summit is an independent partner, concerned only with the accuracy and appropriateness of the data it provides. Investors can be confident that all information is presented entirely without bias
• As a neutral provider in the market, we work with the investor's team of consultants and fund managers, without conflicts of interest or competition
• As an independent observer with no stake in the administration of the portfolio, we are perfectly positioned to monitor activity and report to clients

Cost effectiveness

• Our cutting-edge technology and streamlined operations combine to deliver a highly cost-efficient solution
• We help investors to improve the timing and flexibility of reports
• We increase monitoring and analytical coverage
• We move investors to an online environment where they can better leverage their data and improve internal communications