Quarterly
Our proprietary performance reports, developed for the exclusive use of Altair’s clients, provide clear and actionable information regarding a client’s portfolio, including the current allocation compared to targets, performance of the total portfolio compared to a customized benchmark, and the absolute and relative performance of the individual investment managers. It also provides some analytical information on the managers. Our report does not replace or repeat the statements you will receive from your custodian. Rather, it augments your overall reporting by providing useful information that helps you understand and evaluate the portfolio.

To see a Sample of our Quarterly Report, click here.


Monthly
On a monthly basis, Altair provides a summary of our clients’ portfolios. Generally, the monthly update is sent out by the fourth business day following the close of the month. Clients also receive account statements from the custodian that contain holdings and list transactions.

To see a Sample of our Monthly Report, click here.


Online
Clients have Web-based access to view account-level data at the custodian.