Introduction
As a valued institutional investor with LGT Capital Partners, gaining timely and comprehensive insights into your investment portfolio is essential for informed decision-making. This guide explains how you can securely access detailed performance reports and portfolio analytics through our dedicated client portal.
Accessing the Secure Client Portal
Log in to the LGT Capital Partners secure client portal using your personalized credentials provided upon onboarding. This portal is designed to provide a confidential and user-friendly interface for accessing all your investment information.
Navigating to Portfolio Management
Once logged in, navigate to the “Portfolio Management” section. Here, you will find comprehensive reports updated regularly to reflect the latest performance data and analytics of your investments.
Types of Reports and Analytics Available
- Performance metrics illustrating returns and benchmarks.
- Asset allocation breakdowns providing a detailed view of investment distribution.
- Risk assessments tailored to your portfolio’s specifics.
- Customized analytics tailored to your unique investment portfolio.
Obtaining Customized Reports and Further Assistance
For tailored reports or any additional support, please reach out to your dedicated client service representative. Our team is committed to providing responsive, client-centric service while ensuring confidentiality and transparency throughout your investment journey.
Conclusion
Accessing detailed portfolio performance reports and analytics with LGT Capital Partners is straightforward and secure via our client portal. We are dedicated to delivering the highest standards of transparency and efficiency to support your investment decisions.
Comments
0 comments
Please sign in to leave a comment.