Investment Monitoring and Oversight
Increased due diligence and risk management requirements, along with the need for a holistic view of your portfolio, make monitoring dividend investing portfolios essential for family enterprises. At PKF O’Connor Davies, we understand the critical role professional investment risk management, monitoring and oversight play in providing for appropriate stewardship and planning.
Monitoring your dividend investing portfolio involves regular performance assessments to ensure alignment with financial goals as well as investment risk assessment to identify and mitigate potential risks. This process is aimed at protecting capital through portfolio performance reporting, tracking dividend yields and investment risk tolerance assessments. For high-net-worth individuals, adopting this approach is crucial for maintaining a secure, balanced portfolio and developing a robust private wealth management investment strategy.
Meet Our Professionals
Our partners and specialists possess exceptional expertise in investment management portfolio performance reporting and oversight. They work with clients to generate a streamlined, customized plan for monitoring your investment portfolio – one that helps in making informed and strategic investment decisions to preserve capital, grow wealth and maintain control over investments.
High-touch investment monitoring and oversight services for family enterprises.
Comprehensive Investment Monitoring
Through our suite of portfolio performance reporting oversight services capabilities, our clients enjoy the professional support needed to control and grow their wealth while remaining in full compliance with their investment obligations. Our services include:
- Investment risk tolerance assessment
- Investment aggregation, performance reporting and risk metrics
- Asset allocation and strategy reviews
- Investment manager due diligence
- Fee analysis and verification
- Liaison with agents, attorneys, investment advisors, insurance brokers and banks
- Investment fund administration
- Corporate action monitoring
- Internal control evaluations
- Dodd-Frank and investor mandate compliance
- Coordination and facilitation of periodic meetings with investment advisors and other affiliated parties
- Tax basis analysis and verification
- Monitoring of tax and estate planning implications
- Monitoring private equity, alternative investments and commitments
- Regularity compliance
- Projections and valuations