Investment Reporting

Investment reporting provides asset managers with the means to communicate with their clients on a regular basis. They can be essential for reinforcing key messages and building trust, helping to attract new clients when performance is strong and to retain existing clients when it is weak.

We have 15 years’ experience in investment reporting. Whilst the reporting landscape has changed significantly in that time, the commercial requirement to maximise the effectiveness of these reports has not.

Our ability to combine compelling investment writing with the analysis of attribution data means that the reports we produce are informative, precise and tailored. With former investment professionals as part of our team, we are able to integrate directly with fund managers and product specialists.

This ensures we reflect the passion and energy of the fund manager, while providing time and process efficiencies for our clients' investment marketing teams.

In addition, our hands-on experience in managing assets means we can take base attribution data and interpret it to create insightful reports that go beyond the factual information provided in factsheets.

Areas of expertise include:

  • Concepts and design development of individual reports and complete suites
  • Development of bespoke client reports
  • Factsheet review and enhancement
  • Fund manager Q&As
  • Investment writing
  • Regular investment reports – writing commentary, analysing and formatting data, artwork production
  • Strategic review and development of a reporting suite