“Investing in and designing a refined performance management solution for our clients was no small achievement. We believe this institutionally driven agenda separates us from the pack.”
Robert C. Stimson, Chief Investment Officer
Little House understands the importance of Global Investment Performance Standards (GIPS) to ensure the full disclosure and fair presentation of the firm’s investment performance. Little House Capital claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To receive a GIPS Report and/or our firm’s list of composite/pooled fund descriptions, please email your request to LHC@Littlehousecapital.com.
Our Team uses Bloomberg’s Portfolio & Risk Analytics tools to track and measure performance across all Little House’s strategies and products. Calibrating these models to our portfolio management and trading systems assures streamlined and consistent performance reporting. We can examine the historical performance of our solutions, either on an absolute or relative basis to predetermined benchmarks. We also can further drill down on sectors or holdings to examine risk/return trade-offs contributing to overall performance.
Some other highlights:
Examples of Strategies and Products Detailed Reporting
Highlights a strategy’s absolute returns versus its benchmark. The strategy is further broken down by asset class, allocation/ selection effect, and tracking error to its benchmark.
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Highlights performance of each S&P Sector to relative benchmark. The equity portfolio is further broken-down to depict sector and stock allocation and selection effect.
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Highlights sector allocation to various bond sectors. The portfolio is further examined by duration, current yields, yield-to-maturity, and other factors relative to its benchmark.
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Little House Capital allows you to run a myriad of batch reports on our strategies, products, and client accounts all under predefined linked relationship structures. Our portfolio management reporting systems offers you the option to connect held away investment accounts to aggregate all holdings in an efficient and consolidated fashion.
An up-to-date consolidated view of your holdings in a user friendly format. Custodial financial data is coded in a framework consistent with our strategies and products that truly measure your results.
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We offer a simple to download mobile application for iPhone or Android devices, giving you the flexibility to design easy-to-understand reporting templates across your accounts. This provides a simple, secure, and fast way to access your accounts.
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