Client Reports

Reports are sent to clients on a quarterly basis within 60 days of the end of the quarter and include the following three sections:

  • Market Developments which are common to all clients and include commentary on matters of interest in the markets as well as the Weather Watch which is part of what guides us in making Tactical Asset Mix shifts
  • Client Report which is personalized for each client and includes the following: a review of transactions and rationale for trades; portfolio performance for the quarter and since inception compared to benchmarks; dividend changes in the portfolio during the quarter and a history of dividend income per thousand dollars invested in equities in the portfolio; and a table of consolidated portfolio holdings
  • Investment Report on a particular company common to all clients

In addition, Panoply issues notes on developments of interest on an ad hoc basis. Of course, clients also receive standard holding, transaction and tax reporting from their discount broker..