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Performance Monitor

U.S. Bank Institutional Trust & Custody provides you with an online performance reporting tool, Performance Monitor, to help you analyze your investment returns and your progress towards your investment objectives. Performance Monitor gives you access to a variety of reports to help you gain a comprehensive edge analyzing your investment portfolio in ways most meaningful to you.

Performance calculations with Performance Monitor are based on industry standards promoted by the CFA Institute (formerly AIMR). We have a dedicated performance measurement team who'll work with your relationship manager to make sure you receive the benefits Performance Monitor has to offer, including:

  • Benchmarking of your portfolio's performance against more than 350 indices
  • The ability to obtain a data export to perform additional in-depth analyses
  • Access to your performance information anytime, anywhere via the Internet

Learn more about how Institutional Trust & Custody can meet your needs:

Performance Monitor

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