Investment and Fund Commentary

Investment and fund commentary writing services

We currently partner with a number of investment commentary, fund commentary and thought leadership and investment insights teams of prestigious global asset managers. Leveraging our strong pedigree in financial research, we build highly skilled investment commentary writing teams that help asset managers prepare high-quality, investor-focused reports. One way we do this is by incorporating NLG in certain requirements for investment writing services, a trending solution for all standard data-driven reports that combine our deep domain knowledge with the latest developments in machine learning.

Who we serve

Asset Managers
Providers of mutual funds and exchange-traded funds
Fund consultants
Fund brokers

Investment and fund commentary - Support We Offer

Fund investment commentary
Market and economic commentary
Letters to shareholders
Thought leadership blogs/articles
Investment ideas
Talking points
Attribution-based fund performance commentary
Customisation of client-specific portfolio commentaries for sub-advised clients

Ideal for high volumes of reports and fluctuating volume peaks
Prepare large volumes of standardised commentaries by analysing fund portfolio and market data at the click of a button.
Data-driven commentaries
Support in multiple languages
Individual portfolio level commentaries with personalized service
Highly customisable and scalable tool, which saves time spent on manual authoring and enables investment note writing teams to focus more on strategic content

Investment and fund commentary - Support We Offer

Fund investment commentary
Market and economic commentary
Letters to shareholders
Thought leadership blogs/articles
Investment ideas
Talking points
Attribution-based fund performance commentary
Customisation of client-specific portfolio commentaries for sub-advised clients

Ideal for high volumes of reports and fluctuating volume peaks
Prepare large volumes of standardised commentaries by analysing fund portfolio and market data at the click of a button.
Data-driven commentaries
Support in multiple languages
Individual portfolio level commentaries with personalized service
Highly customisable and scalable tool, which saves time spent on manual authoring and enables investment note writing teams to focus more on strategic content

How we are different

Infographics/Desktop Publishing (DTP) support: We conceptualise, design and revamp reports using DTP and design experts to convey the complete product story

Project management: We provide end-to-end management of investment commentary writing support, including integrating data gathering, production, fact checking, compliance review, translation, distribution and publishing

Multi-disciplinary team: We offer access to a team of highly qualified asset-class, DTP specialists and editors to compile reports of various complexities, including fund performance commentary.

Flexible engagement models: We provide a range of options, including output-based, block-of-hours and dedicated team models, all while leveraging a combination of NLG and investment writers