FAQs

We don't provide investment reports, we deliver independent investment reviews that provide actionable insights on every portfolio we monitor - there's a big difference. Our approach to portfolio monitoring is investment governance-focused and purpose-built to help fiduciaires manage their investment responsibilities, including access to an experienced and appropriately qualified Governance Manager. 

The difference between selecting good and bad investment managers can be gamechanging. Leveraging data from the thousands of portfolios we monitor, our experienced Investment Consultants are supported by highly qualified Research Analysts and operate within an independently chaired investment committee framework to ensure we consistently identify and recommend best-in-class active, passive and alternative investment managers.   

Connect isn't an investment platform, it's an investment governance hub that's been purpose-built by Enhance to help fiduciaries manage their investment responsibilities. Globally connected to hundreds of investment counterparties, Connect delivers portfolio, client and practice-level actionable insights through interactive digital dashboards, flexible reporting and workflow tools designed to translate complex investment jargon and data. It's also a golden source of investment data for accounting and admin automations.

Connect collects, transforms and validates holdings and transactions from your investment counterparties into a standardised, comprehensive data set that has been designed to work in any admin and accounting system. Think of Connect as a golden source of data to power the automated population of accounting ledgers, removing manual data entry and human error to enable your bookkeepers and accountants to focus on actual accounting.

Yes, we are always exploring integration opportunities with service providers and systems that our fiduciary clients use. Depending on the provider, it may or may not be possible to build a core integration but we have a number of Implementation Partners that are technical consultants who know how to work with Connect's API and can build a custom integration for you. 

Most peer groups charge contributing investment managers to supply their performance data and participate on a named basis in the index calculation. Enhance Peer Groups are constructed using the real portfolios that Enhance monitors across it's Monitor and Select services. The outcome is an investment manager agnostic, unconflicted and objective assessment of the average performance of thousands of real portfolios managed by hundreds of investment managers for fiduciaries.

As a fiduciary, you have a duty to regularly monitor the structures and investments under your care. You also have a duty to obtain and consider professional advice when making investment decisions. Monitor and Select have been specifically designed to help you meet and manage these fiduciary duties, delivered through our custom-built governance hub, Connect.