Fund Commentary and investment insights support

Investment and Fund Commentary

Investment and fund commentary solutions that leverage natural language generation (NLG)

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 services, a trending solution for all standard data-driven reports that combine our deep domain knowledge with the latest developments in machine learning.

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
  • Providers of mutual funds and exchange-traded funds
  • Fund consultants
  • Fund brokers

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

  • Talking points

  • Attribution-based fund performance commentary

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

NLG-aided commentary

  • 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 performance commentary.

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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