Transparency is paramount to CIS. Managers gain a great deal of insight about their fund/firm from knowing the responses that CIS has received from the investor base that CIS has approached on the managers’ behalf. The CIS reporting suite includes:

  • Regular hardcopy reports of activity by investor segment
  • The names of the allocators surveyed and the contact details of the investors who have expressed specific interest is also available via an online portal
  • Excel exports of all data for import into other CRM systems

Manager Activity Summary

Investor Opinion Report

Sample Investor Profile