Your Portfolio Commentary Process is Complicated
1
...But It Doesn’t Have to Be. Your Portfolio Commentary Process is Complicated... PROJECT MANAGEMENT PREPARATION Assign resources. No. Yes. COMPLETE IN 15-20 DAYS COMPLETE IN SECONDS! IT Validate data. Check attribution. Prepare for writing. DATA ACCESS PUBLISHING & DISTRIBUTING DRAFTING & REVIEWING WRITERS COMPLIANCE Cleanse data. MARKETING DATA ACCESS FactSet Portfolio Analytics Quill Portfolio Commentary DRAFTING & REVIEWING PUBLISHING & DISTRIBUTING Learn how you can be Done on Day One narrativescience.com/asset-management PORTFOLIO MANAGER COMPLIANCE MARKETING WRITERS Does internal resource have time? Maybe. Secure investment communications to write? Find freelancer. No. Approve freelancer. Secure portfolio manager to write? Distribute timeline for all funds and accounts. No. Yes. No. Prepare for publishing. QA. Write first draft. Yes. Additional edits? Repurpose into other deliverables. Final review and sign off. Design. Create document. Style and brand review. Distribute to CRM. Distribute to print. Distribute to HTML. Edits. Word count. Compliance review. FactSet Portfolio Analytics
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Transcript of Your Portfolio Commentary Process is Complicated
...But It Doesn’t Have to Be.
Your Portfolio Commentary Process is Complicated...
PROJECTMANAGEMENT
PREPARATION Assign resources.
No. Yes.
COMPLETE IN 15-20 DAYS
COMPLETE IN SECONDS!
IT
Validate data. Check attribution.
Prepare for writing.
DATA ACCESS
PUBLISHING & DISTRIBUTING
DRAFTING & REVIEWING
WRITERS
COMPLIANCE
Cleanse data.
MARKETING
DATA ACCESS
FactSet Portfolio Analytics
Quill Portfolio Commentary
DRAFTING & REVIEWING
PUBLISHING & DISTRIBUTING
Learn how you can be Done on Day Onenarrativescience.com/asset-management
PORTFOLIO MANAGER
COMPLIANCE
MARKETING
WRITERS
Does internal resourcehave time?
Maybe.
Secure investmentcommunications to write?
Find freelancer. No.
Approve freelancer.
Secure portfolio manager to write?
Distribute timeline forall funds and accounts.
No. Yes.
No.Prepare for publishing.
QA.Write first draft.
Yes.
Additional edits?
Repurpose into otherdeliverables.
Final review andsign off.
Design.
Create document.
Style andbrand review.
Distribute to CRM.
Distribute to print.
Distribute to HTML.
Edits. Word count.
Compliance review.
FactSet Portfolio Analytics
