Investment Scorecard

Investment Scorecard is the ideal outsourced performance measurement and client reporting solution for organizations that do not wish to engage internal resources in data collection and report processing activities. Investment Scorecard provides impartial performance analysis, based on stringent data validation, and is delivered in private labeled reports tailored to your specifications.

“I have been an Investment Scorecard client for almost 14 years. The Investment Scorecard product itself is very useful, both from a client reporting and internal reporting and analytics perspective. I’ve found the product to be flexible with enough options for customization to our organization’s particular needs. Clients like the format and details it provides and as we’ve standardized what’s in our client reviews, we have found the reports contain a nice mix of information.
In summary, the product is great. That said, the real value of Investment Scorecard lies with the people within the Informa organization. Their customer service has been exceptional and their follow through is very impressive. We have placed some big demands on our Informa client service team, some of which we initially believed they wouldn’t be able to accommodate, and to date they have delivered each of them. I truly feel they are part of our Investment Team and a real extension of our own internal resources – in other words, they are a valuable partner.”

— Steven R. Witten, Vice President and Chief Investment Officer, Tri-Star Trust Bank

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