Expertise
Reporting and governance for crypto mandates
Transparent reporting, clear risk parameters and traceable responsibilities for discerning 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 transparent 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. Holdings, transactions and performance can be clearly attributed to the individual mandate and are documented transparently in regular reporting.
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. Only when returns are presented in relation to the risk taken can a mandate be assessed fairly.
Further reading: Crypto investment strategy · Risk management for crypto portfolios.
Your mandate in focus.
Would you like to structure an existing crypto allocation more clearly, or improve the reporting and governance of a larger mandate? We would be pleased to discuss your requirements in person.
Dominik Schneeberger
Founder & Managing Partner
Personally looks after selected mandates – from strategy development to implementation.