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Client servicing
At SKAGEN, all institutional clients are allocated their own dedicated client relationship manager with the aim of providing you with the best possible client communication and follow-up.
We will keep you regularly informed on the evolution of your assets and of our fund managers' convictions via the following channels:
- Client Reporting Portal (CRP) with tailored information and monthly reporting on your holdings in SKAGEN
- Monthly reports for each fund
- Quarterly video updates with potfolio managers
- Quarterly reports, including a summary of activities in the fund and the portfolio manager's report
- Quarterly client reports
- Annual Report and Half Year Report
- Additional information may be provided on request
Monthly status reports for the funds, quarterly market reports, etc.
In addition, you can find daily updated information on our web pages:
- Daily calculated NAV
- Full monthly disclosure of our portfolios updated every 10th day of the month including sector and geographic distribution
- News and commentaries
Close follow-up
Together with you, your client relationship manager will make plans for how and when follow-up will take place.
On request SKAGEN may arrange:
- Video or telephone conference meetings with institutional sales representatives
- Meetings on your premises
- Meetings in the Stavanger office