Transparency
Providing independent transparency restores confidence to investors who have held back from making allocations since the credit crisis. Investors suffered from style drift, counterparty concentrations, and liquidity mismatches and the investor community called for more transparency. AIS stands as their independent administrator able to restore that confidence by giving them the transparency tools they need.
The AIS Transparency Portal
AIS provides investors with an easy to understand overview of their funds via the secure AIS Transparency Portal that enables them to oversee what is happening to their investment. By choosing from a selection of charts, investors can compare the present and historic portfolio concentrations, exposures and P&L contributions across asset types, regions, and sectors without seeing any single investments or trades. This information is sourced directly from the official books and records held daily by AIS administration, giving investors confidence they just don’t get from a newsletter or conversation with the manager. Managers can build closer relationships with your investors promoting trust and an understanding of the manager’s process. Ultimately the ability to monitor the manager’s portfolio activities is a competitive advantage and results in more mandates.

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