Our professionals work closely with you to define a template, reducing the effort required for report generation. You’ll benefit from an automated and cost-effective process, saving you time and money.

Your custom template can incorporate any or all of these components:

• Objective performance evaluations, including attribution analysis, style analytics and ex-post risk analysis
• Data from numerous sources and file types (e.g., charts showing your fund’s performance with commentaries from your portfolio managers)
• Peer universes and market data for a third-party view
• Your firm’s precise branding specifications, including logo, placement of text and graphics

And RBC Dexia’s automated end-to-end process ensures the reports are delivered promptly and efficiently.