Manager Center Submissions

Submit Data - Current Client Portfolios Only

We encourage our clients' investment managers to provide portfolio data to help us review and audit investment information.

Please download the applicable spreadsheet for the portfolio you manage for our client. When completed, please email the spreadsheet to Generally, this data is used to verify data received from other sources.

Equity and Fixed Income Portfolios
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Private Equity Portfolios
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Real Estate Portfolios
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