Fund Commentary and investment insights support

Investment and Fund Commentary

A full suite of investment and fund commentary writing services provided by our team of skilled analysts and CFA-level writers, offering scalable solutions leveraging AI and NLG tools

Overview on investment commentary

We collaborate with various teams at some of the world's most prestigious asset management firms, offering investment commentary, thought leadership, and investment writing services. Drawing on our extensive expertise in financial research, our skilled writers produce top-tier, investor-focused reports that meet the highest quality standards. Moreover, we integrate cutting-edge Natural Language Generation (NLG) and AI-driven insights into our services, providing a state-of-the-art solution for all standard data-driven reports.

We support automated and LLM aided Commentaries

Features Automation-Generated LLM-Generated
Hallucination (Accuracy) Minimal, as automation relies on predefined rules and data Higher, as LLMs can generate plausible but incorrect information
Confidence in Output High, due to reliance on structured data and algorithms Variable, depending on the training data and model parameters
Review Time Shorter, as outputs are consistent and predictable Longer, due to the need for verification and correction of potential errors
Stability of Response Stable, with consistent outputs based on fixed rules Less stable, as responses can vary with each query
Data Source Reliability Controlled/Limited High Risk of Unreliable Data
Access to Information Limited to predefined data sources Broader, including potentially unreliable sources
Customization Limited, as automation follows set patterns High, with the ability to tailor responses to specific queries
Adaptability Low, as changes require manual updates to rules High, with the ability to learn and adapt from new data
Creativity/Nuance None High
Ambiguity Handling Poor Better (but imperfect)

Who we serve

  • Asset Managers
  • ETF and Mutual Fund Providers
  • Fund Consultants and Brokers
  • Wealth Managers
  • Hedge Funds

Investment and Fund Commentary Support we offer

Bespoke Investment Commentary Writing Services

  • Fund investment commentary

  • Market and economic commentary

  • Letters to shareholders

  • Thought leadership blogs/articles

  • Investment ideas and talking points

  • Attribution-based fund performance commentary

  • Customisation of client-specific portfolio commentaries for sub-advised clients

  • Expert Thematic Commentary

  • Leadership Meeting Insights: Collation & Actionable Summaries

  • End-to-End MRFP Regulatory Reporting

What we have processed annually

2000+

Commentary and market reports delivered every quarter

50+

CFA-level writers and analysts

20+

Writing engagements across US, UK, Europe and Asia

60%

Engagements use automation technology efficiencies

Customer Testimonials

The Acuity team always identifies opportunities for improvement proactively and adjusts to process changes effectively. Their quality and turnaround times have been excellent, helping us meet deadlines well in advance. The Acuity team is a valued partner in helping to meet client reporting commentary obligations.

Director, Investment Strategy Content, US Top 20 Asset Manager

Acuity’s end-to-end support for all our commentary, regulatory filing, and marketing materials has been a welcome change for us. The coordination efforts of the team have been hailed by our stakeholders, and we want to explore further opportunities for collaboration.

Chief Marketing and Product Officer, Canadian Asset Manager with US$50 billion+ in AuM

We have been very happy to work with the writers at Acuity. All work types continue to be delivered on time consistently and to a high degree of accuracy and helped us meet reporting requirements.

Head of Client Portfolio Managers, Investment Management, Asian Top 10 Asset Manager

Our association with Acuity has been long and quite fruitful. The investment writing team has consistently demonstrated a deep understanding of our clients' needs and preferences. Their level of insight, combined with their ability to handle high volumes and diverse formats has been invaluable for us. The recent automation enhancements have only amplified the quality of their work.

Vice President- Marketing, Marketing and Communications, European Top 20 Asset Manager

Our work with Acuity has been very well received across teams. The Acuity team proactively identified opportunities to streamline our content delivery process, and their automation demonstrably improved our time-to-market. Even with the automation, the team captured the nuances in our investment strategies, translating complex concepts into clear and compelling narratives for diverse client segments.

Assistant Vice President - Marketing and Client Relations, U.K. Asset Manager with US$400 billion+ in AuM

How we are different

Efficient Team and Technology
Efficient Team and Technology
At Acuity, our skilled, multi-disciplinary team uses the latest technology to deliver writing projects efficiently and promptly, staying current with relevant technologies for commentary and research writing across various asset classes.
End-to-End Project Management
End-to-End Project Management
We manage all aspects of investment commentary writing, including data gathering, production, fact-checking, compliance review, translation, distribution, and publishing.
Expertise in Investment Products
Expertise in Investment Products
With 15 years of experience, we cater to asset managers' needs in investment writing service, product customizations, research reports, and thought leadership insights.
Monthly Market Intelligence Reports
Monthly Market Intelligence Reports
Our team publishes monthly reports analyzing major asset classes, available for access here.
Flexible Engagement Models
Flexible Engagement Models
We offer output-based, block-of-hours, and dedicated team models, utilizing a mix of NLG and investment writers.
Editorial and Publishing Support
Editorial and Publishing Support
Our writing team is supported by editing, design, and publishing teams to enhance reports and convey the complete product story effectively.

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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