The dedicated Monitoring & Reporting team at StepStone provides timely portfolio monitoring, reporting and analytics services tailored to each client’s specifications through an industry-leading transaction management and back office platform. These services are available not only to StepStone’s managed account and advisory relationships, but also on a stand-alone basis. The Monitoring & Reporting team comprises over 30 professionals and works collaboratively with StepStone’s investment team. The four senior members of the Monitoring & Reporting team collectively have over 65 years of industry experience.
These customized performance reports are typically provided on a quarterly and annual basis and include benchmarking, market commentary, performance attribution and risk analysis. We apply a rigorous analytical approach to the evaluation of manager and portfolio performance and believe that active, ongoing analytical review can lead to better portfolio risk management and ultimately, higher returns for our clients. Data integrity is a primary focus and substantial controls are incorporated into the process to ensure that the reports and analyses provided to our clients are both meaningful and accurate.
Investors have access to real-time performance and investment data, as well as quarterly and annual performance and research reports through StepStone’s customizable web-based Client Portal.