Reporting

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