Unlock Your Investment Potential with CSAG's Investment Analytics
Refine your investment strategy with professional analysis and portfolio insights from CSAG.
Effortless Daily Analyses with Portfolio Radar:
Experience the dynamic capabilities of Portfolio Radar, designed exclusively for finance professionals like yourself. Customize your dashboard, filter precise analyses, and generate informative reports on allocation, returns, or portfolio comparisons within seconds. Elevate your meetings with intuitive graphs and historical analyses, making each interaction more impactful.
Introducing MyReports - Your Personalized Investment Companion:
Discover the latest enhancement to Portfolio Radar – MyReports. Tailor report booklets in PDF or Excel format to align with your unique requirements.
Report Generator:
- Access two predefined reports.
- Easily generate ad hoc reports.
- Complimentary for CSAG clients.
Report Designer:
- Design customized reports in PDF or Excel.
- Enjoy unlimited report creation.
- Schedule automated reports with email notifications.
- Free trial for CSAG clients until the end of 2023.
Maximize Your Benefits with Investment Reports:
- Efficiency: Streamline your decision-making process and optimize meeting productivity.
- Transparency: Gain full visibility through flexible analyses, granular classification, and multi-dimensional investment structures.
- Customization: Personalize your dashboard, analyses, and benchmarks to suit your unique preferences.
Receive Personalized Advice on Portfolio Radar:
Leverage our experts' extensive experience and network to enhance your Portfolio Radar experience. Contact us at +41 (0)44 333 00 50 for personalized assistance.
Experience Portfolio Radar: Tailored to Your Needs:
Join satisfied clients like Nicole Laville, Head of Asset Management at Prévoyance, and Thomas Lay, Managing Director of the Presta Foundation of thyssenkrupp Presta AG, in experiencing the transparency and flexibility of Portfolio Radar. Gain daily insights tailored to your individual requirements and unlock the full potential of your portfolio.
Enjoy Flexibility with Tailored Reports:
Customize your investment reporting experience with Portfolio Radar. Select relevant parameters, navigate investment structures effortlessly, and enhance meeting efficiency with clear figures and analyses.
Your Benefits Summarized:
- Time Savings: Focus on interpreting results while we handle data aggregation and report generation.
- Customized Investment Reporting: Tailor content, detail levels, and subfund presentations for each recipient.
Discover Global Custody Solutions for UHNWI and Single-Family Offices:
Explore our comprehensive suite of global services tailored for ultra-high net worth individuals (UHNWI) and single-family offices. From global custody solutions to research access, M&A advice, and escrow services, CSAG offers a range of solutions to meet your needs.