Reporting

LMP Finance provides a complete reporting service, with data updated in real time and generated instantaneously at the Client’s request. Among the main features of the reports are the following points:

  • Performance Contribution (Money-Weighted e Time-Weighted)

  • Bond Component Analysis:
    – YTM
    – Duration
    – Coupon and Reimbursement Calendar
    – Rating

  • Share Component Analysis

  • Individual Trade Result

  • Exposure per Currency

Presentation of client’s total assets, on different bank accounts, in a single consolidated portfolio.

What is more, through Bloomberg we apply to the portfolio all the functions present in < PORT>:

  • Volatility and Tracking Error

  • VaR (Value At Risk) Analysis

  • Scenario Analysis

  • Sensitivity Analysis