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

Who we serve

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

Investment and fund commentary - Support We Offer

  • 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

  • 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

Investment and fund commentary - Support We Offer

  • 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

  • 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 commentaries

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

In the News

Authority Magazine
“Robert King of Acuity Knowledge Partners: 5 Things Every CEO Should Know About Navigating The World Of Finance”

Our CEO, Robert King, is featured in an exclusive interview titled “5 Things Every CEO Should Know About Navigating The World Of Finance” in Authority Magazine.

Read More
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