Absolute Return Strategies Presentation
Cliffwater Client Portfolio Reporting
Cliffwater provides clients with a detailed monthly report on their absolute return portfolios
The report includes information and analysis on the full portfolio and each individual fund
Components of the monthly absolute return report include:
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Performance analysis (portfolio, funds and benchmarks)
Market exposure (beta coefficients)
Drawdown analysis
Strategy allocations
Geographic exposures
Leverage and long/short exposure
Asset class exposure
Liquidity profile and upcoming notice and redemption dates
Additionally, Cliffwater is available to conduct monthly calls with the client to discuss the
portfolio and individual managers
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Review of performance
Discussion of recommended changes (rebalancing, manager additions/terminations)
Analysts are available to discuss individual funds
Clients can also access and export portfolio data via Cliffwater's secure website
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