Conning keeps current with client management and board of director reporting requirements. We provide our clients with both summary and detail reports that allow for a smooth transition into their books and records.

• We can customize your investment reports.
  
  Reports are generated on a monthly, quarterly and year-end basis and are designed to be seamlessly uploaded into a client's general ledger system, allowing for efficient integration into existing protocols. In addition, we provide clients with customized internal management reports to meet informational needs of senior management.
  
  
• Regulatory and tax reporting changes are incorporated into investment reports.
  
  We remain abreast of investment-related changes in regulatory and tax requirements. Any changes are immediately implemented into our reporting schedules and communicated to our clients.
  
  
• Clients can build their own reports.
  
  With data housed in an open environment, clients can extract information and build reports in ways that are most helpful to them. We have a dedicated system development group to design reports to meet client specifications - while maintaining the highest quality control standards.