Bringing together industry knowledge and technology expertise,
we've created an innovative product range aimed specifically at
the needs of institutional investors. We work with our clients to
supersede traditional portfolio analysis with a more complete and
cost-effective solution. By leveraging the latest technology to
process more information and achieve faster delivery, we help
our clients to take control over their analytics, compliance,
monitoring and reporting responsibilities.
We offer clients a groundbreaking, technology-based solution for monitoring and tracking all aspects
of investment activity from performance and risk to restricted assets and disclosure.
Our innovative Due Diligence Dashboard has the power to monitor holdings and activity on a daily
basis, compare the results, summarise findings and present output in a clear and concise way.
Coverage
The Due Diligence Dashboard acts as a portal overlaying all aspects of our analytical and compliance services
Features
Tolerances and procedures for breach alerts are set in consultation with clients
Automatic daily checks are performed across holdings and transactions
Information is delivered through our user-friendly and intuitive Dashboard
The Dashboard can be customised to your specification screen layout, presentation, format (table, chart, graph, etc.)
Encompassing traditional reports and much more, Summit's innovative technology
offers our clients powerful web tools that enable them to quickly and efficiently
analyse their portfolio activity. This integrated investment solution delivers
detailed and wide-ranging information combined with high-quality, bespoke reports.
We provide our clients with the insight they need to make knowledgeable decisions
and get more from their relationships with fund managers and consultants.
Analysis by manager, portfolio, aggregated fund, asset class, currency, region and country
Customised benchmarking, including composites
Complete flexibility over dates and date ranges
Drill-down capabilities to transaction level with all associated market data and database mining for comparables
Summit's compliance solution provides a practical and cost-effective method of ensuring
that investments are made in accordance with the original mandate.
Coverage
Manager allocation
Asset allocation
Regional allocation
Currency allocation
Stock restrictions including SRI
Disclosure
Features
Summit works with its clients to allocate benchmarks and tolerances specific to their strategies
Results are calculated and tolerances monitored on a daily basis
Clients can easily monitor all their activity through the Due Diligence Dashboard
which also provides early warnings of potential issues and immediate notification of breaches
Summit has developed a cutting-edge reporting solution that will both improve
the quality of your reports and expedite the flow of information to key decision
makers. Our reporting tools allow management teams, investment committees and
trustees to take full control of report generation. Information can be presented
in as much detail as the individual recipient requires both content and design are
completely flexible. After initial configuration, the system will schedule
and process all reports automatically.
Coverage
Report builder
Benchmark builder
Online mailbox
Features
We offer extensive support to enable our clients to create the customised reports they require
User-specified design, including narrative, logos, colours, layout, etc.
Our reports use the latest flash graphics tools
Information is available on a next-day basis
Reports can be run across any date range we value assets every day, so there are no time restrictions around month-end valuations
Delivery can be through an online client mailbox and/or to a preferred email account
Unlimited storage for both system-generated and ad hoc reports
