The My Partners Group app is a new and innovative way for clients to access their investment portfolio with Partners Group. The app gives clients the opportunity to review high-level portfolio information and dive into detailed performance information through a user-friendly and customizable interface.
Some content highlights include:
- Statement of Investments: clients can access a list of all their current Partners Group portfolio holdings, details on the investment, and specific performance information
- Performance analysis: comprehensive performance information based on asset class, vintage year, type of investment, and other categories
- Portfolio composition: clients can track the breakdown of various exposures including geography, currency, and investment strategy
- Investment development: interactive charts allow clients to track their commitments and distributions over time, as well as view projected future cash flows
- Risk / return outlook: provides the possibility to tune allocations in order to better understand the potential role of private markets in a multi-asset class portfolio
- Documents: clients can easily access all their recent investor reports through the document library
- Education: to stay on top of investment activities and market trends, the Education section features access to Partners Groups new investment videos, research publications and more
Partners Group is pleased to offer the My Partners Group app to our current clients. Please reach out to your Partners Group representative for further information and access to your profile.
The screenshots are for illustrative purposes only and any figures featured do not reflect Partners Group programs.