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, a trending solution for all standard data-driven reports that combine our deep domain knowledge with the latest developments in machine learning.
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Who we serve
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Asset Managers
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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 commentaries
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
What we have done
Commentary/investment and MRFPs writing support for a Canadian asset manager
What we are proud of
From 100 to 170 Increased number of reports
Quick turnaround time to market shortened from T+5 to T+2
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