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Fund commentary Shareholder reports, Fixed income and Equity commentary
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From 100 to 170 Increased number of reports
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Quick turnaround time to market shortened from T+5 to T+2
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Dedicated resources for bespoke market and fund intelligence content
CLIENT CHALLENGES
- Erratic production and publishing timelines.
- Varied commentary styles due to individual SME preferences.
- Non-standard and ad-hoc production process.
- Overlooked fund commentaries due to resource constraints.
- Constant pressure to churn out new literature on various issues at short notice.
OUR APPROACH
- Recommended optimal length and format for assets to cut production time.
- Proposed asset-specific templates to minimize delays and duplication.
- Streamlined production for increased commentary output.
- Created a centralized repository for all input and final published files for easy access.
- Led interactive sessions with SMEs to align expectations and develop writing guides.
IMPACT DELIVERED
- Ensured consistent delivery timelines despite increased scope.
- Streamlined compliance communication, reducing SME, CPM, and PM involvement.
- Developed an automated NLG system to further optimize production time.
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