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Investment portfolio performance reports give investors the information they need to make well-informed investment decisions.
The best performance reports provide up-to-date information about different asset classes’ performance in a consistent, accessible, and understandable manner.
Yemnak is pleased to present its client with its new comprehensive investment performance analysis reporting service.
Keeping up with your assets’ situation and how they perform is a responsible financial practice. In particular:
- It allows you to work on current plans and helps you understand your financial capabilities.
- It allows optimal investment allocation and corrects asset allocation giving your portfolio the potential to optimize its growth. This technique reduces the risk of having sharp financial losses.
Set strategies to invest in a balanced portfolio rather than reactive or opportunity-driven investments that may place your personal balance sheet at an unwanted risk.
Dashboard and report will be personalized as per the client’s preferences.
Investment Portfolio’s strategy will be set as per the client’s risk appetite.
Private equity includes all direct investments in privately held companies.