Client Reporting

Regular reviews of investment performance and other related issues are essential for effective management of an investment program.  Highland normally meets quarterly with our clients to discuss these reviews and any other relevant issues.

Highland maintains a proprietary database of manager and market information.  This information comes from a variety of sources including investment managers, custodians, and data vendors. Our database stores asset levels and transaction data for each client. We obtain and store individual transaction data and aggregate transaction data for purposes of performance calculation.  Performance is calculated by a dedicated team and reconciled to manager reported performance and custodian reported performance.  No production work is sub-contracted.

Our report generation software is a fully customized version of highly regarded and widely utilized institutional reporting software.  Using this software in conjunction with our internal customizations we are able to provide clients with highly tailored reports.