Tools and information translate into 3 levels of engagement: 

1. Single Portfolio Assessment – Client shares manager information, receives report on
a. Major portfolio risks and themes
b. Major portfolio changes to consider 
c. Consolidated holdings across multiple managers, to understand true risk exposures and  opportunities 
d. Major contributors to and detractors from performance 
e. Sustainability of performance 
f. Hidden fees 

2. Continuing Oversight — hold managers accountable by
a. Providing ongoing monitoring of information above 
b. Ensuring adherence to client guidelines 
c. Having access to managers and statements
d. Recommending changes if necessary 

3. Outsourced Family Plan — Provide the services above on behalf of a trust, to ensure that  beneficiaries are treated equally and fairly.