Cogent Partners' performance monitoring tools allow our clients to remain well informed on developments, identify and manage their risk exposure more effectively, and set asset allocations based on a clear understanding of their current portfolios.

The Fund Report is a quarterly analysis which allows for comparison of funds across vintage, strategy and regional focus. Each report tracks the development of the current holdings and provides more than 20 measures of risk and return. It also includes a complete bottom-up model which projects future cash flows, ultimate fund performance and secondary value. An analyst editorial summarizes the fund's strengths and weaknesses and highlights critical manager and fund events, portfolio company developments and value drivers.

The Portfolio Report is a periodic analysis which measures the strength of an entire portfolio based on the underlying fund’s past and projected performance. Each report provides several analyses including benchmarking, diversification, exposure analysis and portfolio level cash flow projections. An analyst editorial reviews the portfolio’s overall progress, explains critical developments and helps prioritize current manager relationships.

Please email us for a sample of our Performance Monitoring reports.