How to Create Instantly Understandable Investment Reports
Make sense of complicated investing strategies and add context to data.
Share This Page
Link Copied
In a recent BNY Mellon survey, 42% of asset manager respondents said they faced difficulties in getting consensus from internal stakeholders.
When done right, investment reporting should streamline the decision-making process for busy investment management teams.
Clear reporting sifts through mountains of data to highlight the most important insights. With the right reports, investment teams can communicate effectively, instill confidence in your investment vision, and move decisively from data to action.
In this practical guide, we outline how to go beyond boring, forgettable reports to tell effective stories with data.
Inside the Guide
The building blocks of effective investment reporting.