Expertise
Reporting and governance for crypto mandates
Transparent reporting, clear risk parameters and traceable responsibilities for professional investors.
Crypto asset management needs transparency
The larger a crypto mandate becomes, the more important traceable processes are. Investors need more than performance figures: they need a clear view of the mandate framework, portfolio development, risk and responsibilities.
Reporting
What crypto reporting should deliver
- 01
Portfolio development
The mandate's development should be presented over traceable periods and placed in the context of the strategy.
- 02
Positioning & exposure
Investors should be able to understand how the portfolio is broadly positioned and what market exposure it carries.
- 03
Risk assessment
Maximum drawdowns, risk parameters and realised risk-to-reward ratios belong in professional mandate communication.
- 04
Strategic context
Reporting should not only deliver figures, but place relevant market phases and key portfolio decisions clearly within the broader market context.
Governance and mandate framework
Before a mandate begins, the investment universe, risk profile, responsibilities and key terms are clearly defined. This creates a sound basis for management and control.
Particularly relevant for family offices & HNWIs
Family offices often need to integrate a crypto allocation into a broader wealth and governance structure. Reporting should therefore be designed so that it can be embedded in existing decision-making and control processes.
Further reading: Crypto asset management for family offices.
SMA and transparency
An individually managed Segregated Managed Account supports a clear attribution of the portfolio and offers markedly greater transparency than pooled structures.
Further reading: Segregated Managed Account (SMA).
Reporting, strategy and risk
The quality of a mandate is not measured by returns alone. Strategy, risk control and reporting should be seen as one connected process.
Further reading: Crypto investment strategy · Risk management for crypto portfolios.
Discuss a professional mandate.
Would you like to structure an existing crypto allocation more professionally, or improve the reporting and governance of a larger mandate? We would be pleased to discuss your requirements in person.