At Molewski, performance measurement goes well beyond simply delivering a summary of portfolio returns. Ours is a commitment to encouraging ongoing two-way communication, monitoring progress, maintaining your plan, and listening to your feedback. Our performance reporting services include:
- Quarterly performance reports (click for a sample).
- Performance analytics on the aggregate portfolio and individual managers, mutual funds and exchange traded funds. Our returns are calculated using a time- weighted return that gives the same weight to time periods regardless of the amount of money invested. Because time weighted returns minimize the effect of cash flows on a portfolio, it is the only calculation that fairly compares the performance of one money manager to another or to an appropriate index.
- Quarterly review and advice letters and presentations.
- Rebalancing reports (click for a sample).
To analyze the return on a portfolio, we compare a portfolio's return against:
- an index or a blend of indices; and
- the returns of other money managers.
We are committed to meeting our clients' needs and objectives, monitoring the progress of their portfolios and following up on the important details.