Client Services

Client service begins where new business development ends and is the on-going responsibility for meeting a investor's information, presentation and reporting needs in a timely manner. It involves communication with a clients on a regular basis regarding performance, changes in the investment process or the firm, or any other issues that may affect their investment.

• Objectives
  

  - Know the investor and their organization

  - Immediately inform when changes occur at manager's organization

  - Gain familiarity with individual objectives, guidelines and restrictions

  - Be responsive to requests for information

  
  
• Formal Portfolio Review Meetings

  - Semi Annual, Annual or as required by the client

  - At minimum, the lead Portfolio Manager along with a representative of Tessera - other's if requested by the client

• Informal Meetings

  - Lunch, dinner, other entertainment

  - Interaction at industry events and conferences

• Reporting

  - Reports detailing the strategy and performance

  - Portfolio outlook and changes to the current strategy

  - Customized reports required by client