Client Service & Reporting
Proactive, Informative & Customized
At Genus, we understand that providing first-rate client service and reporting is a key part of building a successful relationship. Our client service and reporting is proactive, informative and tailored to meet the requirements of our clients.
Reporting & Communication
We are known for delivering excellent client service and reporting. We report to clients quarterly and annually as required. We meet with clients as frequently as they would like, and at least annually to discuss goals such as investment policy, performance and economic updates.
We supplement our formal meetings and reports with regular news, insights and commentary via the Newsroom on this website. If you would like to receive a complimentary copy of our Quarterly Commentary, email info@genuscap.com.
Our communication avenues include:
Meetings
► At least annually with our relationship managers or investment professionals
Portfolio reporting
► Quarterly account reports
► Annual performance reviews
► Online access to portfolios
Publications
► Commentary (quarterly)
► In Focus bulletins
Electronic
► Webinars
► Genus website Newsroom
► Email updates and alerts
Events
► Genus hosts a semi-annual event for clients
LATEST COMMENTARY
INCHING TOWARDS A SOLUTION
The European sovereign debt crisis, slowing growth in China, and a myriad of issues in the U.S. combined to create significant equity market volatility through the summer. Negative headlines around these controversies have tended to overshadow more positive factors.
Read on...