Investor Relations Services
Helping clients maintain strong communications with their investors by providing excellence in transparency and reporting.
Coremont enables clients’ investors to confidently and consistently monitor performance. Our Investor Relations team provides transparent, accurate and timely information for our clients’ existing and prospective investors.
Our services include comprehensive performance and risk reports, as well as newsletters, on a regular or ad-hoc basis. Reports cover all key investment metrics, including returns, exposures and risks, such as VaR.
We also assist in the preparation of due diligence (DDQ) material, ensuring information is accurate and complete, and addressing any queries prospective investors might have.
Everything is available on one platform, Clarion, our cloud-based portfolio management technology. Clarion gives clients instant access to all historical and current Investor Relations reports, alongside portfolio views of live P&L and risk.
Our Investor Relations Services comprise the preparation of, and updates to, marketing materials, including:
