Portfolio Analytics & Reporting

StepStone Portfolio Analytics & Reporting (SPAR) provides insights
resulting in better allocation decisions and risk management practices

Experienced Team

Our dedicated team applies its comprehensive knowledge of private markets to deliver customized performance reports to meet the needs of sovereign wealth funds, pension plans, and other institutional and high net worth investors.

Proprietary Tools

StepStone Direct Access™ is our web-based reporting solution. This custom-built platform provides clients with a secure portal through which to access real time performance data and to execute an array of analyses without installing additional software.

Cohesive Approach

We marshal all of our resources to deliver superior client service—whether receiving expert fund analysis from our research team or a carefully vetted amendment request from our legal team, our clients expect that each solution we provide carries the full weight of our global platform.

Strict Processes

Striving for timeliness and accuracy, we verify cash flows and market values by reconciling the data with both the GP and the client's custodian bank—standardized checklists and controls ensure client's needs and processes are accounted for.

The professionals who lead SPAR have more than 150 years of combined industry experience

Meet Our Team