Congress’ recent passing of the Financial Reform Bill once again emphasizes the investor’s need and desire for greater transparency, which in turn means greater trust and confidence with their investments.
Most recently, one of our clients took a leap towards greater transparency by providing one of their large investors with direct access to their portfolio information in the Request reporting and business intelligence system.
Instead of the static pdf’s that are commonly used for investor reports, this investor now has the ability to view and analyze any piece of information related to their entire portfolio, a group of properties that they can define (by property type, region, asset manager, etc.), or a single property.
The investor can view rent rolls, tenant exposure and concentrations, A/R reports, lease expiration reports, Statement of Operations, and more. They can also build their own dashboards, manipulate charts on the fly for real-time analysis of the data, and easily drill down from the macro to the micro.
As an example, imagine having read that Circuit City is closing all their stores and immediately being able to know your exposure…that’s powerful.
Needless to say, to make this possible you need a secure environment that limits each investor to only see their portfolio. But once you have such a solution in place, it is rather empowering. Compared to other investment managers who don’t offer as much transparency, I would say that investment managers who offer greater transparency have a clear competitive advantage in retaining clients and raising future capital. What do you think?
Subscribe to:
Post Comments (Atom)
Posts
No comments:
Post a Comment