Investment Transparency and Investor Confidence

Soon you won’t have one without the other.

The criticality of an investment manager to have and provide timely, accurate, and easily accessible visibility of the investment both for themselves and their investor intensifies every day. One of our clients recently announced that they are providing an investor with access to Request, thereby giving them unprecedented access to their investment information and performance. The research firm Morgan Keegan recently gave one of our publicly traded clients an “outperform” rating citing their asset and portfolio management system that enables management to spot risk areas and take action before it’s too late as a primary driver for the high rating. And today I just read in in Globest.com that Coventry Real Estate Advisors filed a $500 million lawsuit against DDR. The complaint states that DDR “left Coventry in the dark” when it came to financial, development and leasing reports on the properties. The list of examples is going to continue to grow but the bottom line is that timely, accurate, and easy access to information for all interested is critical to everyone’s livelihood.