Investment

Performance monitoring

You want to stay on top of your investments. We provide clients with real-time information and focus on monitoring what matters most to them – be that individual portfolio performance, total asset performance, investment managers, or asset exposures (including asset distribution and climate-related metrics).

Delivering better stewardship

In this webinar, explore how trustees can really understand what their investment managers are doing with stewardship and assess their effectiveness, with highlights from our latest responsible investment survey.

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Monitor

Interactive technology to give you deep insight into the drivers of change

Our broad suite of metrics, including climate-related exposures, will enable you to take advantage of opportunities or take early, corrective action by giving you a holistic view of how your investments have changed over your selected timeframe.

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Responsible investment survey

Investment managers have put more effort into their responsible investment practices over the two years since our previous survey - but is this effort being focused in the right areas?

Explore the reports
Investment Uncut: LCP's podcast about investing

Our hosts are joined by guests each week as they get beyond the jargon to try and bring sense to the world of investing and bring clarity to your investment decisions.

Listen & subscribe
A world in flux: shaping a more positive future

Vista: LCP's investment magazine

Our latest edition explores insights into navigating today's volatile markets amidst geopolitical tensions and climate challenges. It uncovers demographic shifts, the urgency of climate action and opportunities in emerging markets.

Read now

At LCP, we take a different approach to investment monitoring

Many investors rely on stale, out-of-date investment monitoring reports that do not provide comprehensive answers to the important questions. At LCP, we take a different approach, providing clients with:

Real-time information

We think up-to-date information is simply more useful and leads to greater insight and better decision-making. So, using our in-house developed interactive technology, we provide real-time updates on our clients' investments. Whether they want to make rebalancing or investment/disinvestment decisions, or understand the impact on their investments immediately after critical market events, our technology can help.

In-depth insight

There’s more to monitoring than just seeing impacts. It’s also important to understand what have been the drivers of change and whether different approaches might be better. By having more information on their investments they can, for example, evaluate how well their strategy and managers are working so they can take advantage of opportunities, or take early, corrective action if necessary.

Choose the time horizon that’s important to you

Just move the sliders in our technology to see if changing the monitoring period gives a different perspective.

Broad suite of metrics

Monitoring is not just about market values and performance. Increasingly, our clients want to understand a wider range of metrics, including climate-related exposures. We take a holistic approach to monitoring, to give our clients a wider view of how their investments have changed.