投资组合分析与报告

StepStone Portfolio Analytics & Reporting (SPAR) provides insights resulting in better allocation decisions and risk-management practices
经验丰富的团队

Our dedicated team applies its comprehensive knowledge of private markets to deliver customized performance reports to meet the needs of sovereign wealth funds, pension plans, and other institutional and high net worth investors.

专有工具

Omni is our proprietary database and performance reporting application used by the SPAR team for investment and fund-level data tracking. Omni provides clients enhanced transparency with 24/7 access to real-time portfolio data, detailed reporting and analytics.

紧密结合的方法

我们利用所有资源,寻求为客户提供卓越的服务 —- 无论是从我们的研究团队获得的专业基金分析还是从我们的法律团队获得的经过仔细审查的修正请求,客户期望我们提供的每一个解决方案均能充分发挥我们全球化平台的力量。

严格的流程

Striving for timeliness and accuracy, we verify cash flows and market values by reconciling the data with both the GP and the client's custodian bank—standardized checklists and controls ensure client's needs and processes are accounted for.

负责领导 SPAR 团队的专业人士,拥有总共超过 150 年的行业经验

团队介绍