Asset Review Monitoring

Situs Strategic Advisors’ Asset Review Monitoring System for Compliance Audit (ARMS) is your solution to head count constraints and precise management of large real estate portfolios. The ARMS System is a flexible program that can be adapted to suit individual client needs. ARMS proposes to act as a liaison between the Plan Sponsor, its internal departments, outside valuation firms and investment managers, coordinating and analyzing data between the parties.

The ARMS System will collect all necessary documentation, analyze investment portfolios, and provide detailed summary reports for your review – increasing time frame efficiencies and human productivity. As part of the ARMS, we will perform attribution and performance analyses to evaluate where the best returns are generated and provide this information to you in our summary report to reinforce successful strategies. ARMS provides for a manager continuation policy to monitor and review manager performance. Additionally, ARMS has the capability to perform appraisal and/or valuation reviews to assist in evaluating the current portfolio values which is vital in today’s capital markets.

Additionally, the Asset Review Monitoring System can be modified for large asset managers and advisors with similar monitoring functions.