A look at the complicated process of writing portfolio commentary and a solution for simplification.

1. ...But It Doesn’t Have to Be.
Your Portfolio Commentary
Process is Complicated...
PROJECT
MANAGEMENT
Preparation Assign resources.
No. Yes.
Complete
in 15-20 days
Complete
in seconds!
IT
Validate data. Check attribution.
Prepare for writing.
DATA GATHERINGData Access
Publishing & Distributing
Drafting & Reviewing
WRITERS
COMPLIANCE
Cleanse data.
MARKETING
DATA ACCESS
FactSet Portfolio Analytics
Quill Portfolio Commentary
DRAFTING & REVIEWING
FactSet Portfolio Analytics
PUBLISHING & DISTRIBUTING
Learn how you can be done on day one
narrativescience.com/asset-management
PORTFOLIO MANAGER
COMPLIANCE
MARKETING
WRITERS
Does internal resource
have time?
Maybe.
Secure investment
communications to write?
Find freelancer. No.
Approve freelancer.
Secure portfolio manager
to write?
Distribute timeline for
all funds and accounts.
No. Yes.
No.Prepare for publishing.
QA.Write first draft.
Yes.
Additional edits?
Repurpose into other
deliverables.
Final review and
sign off.
Design.
Create document.
Style and
brand review.
Distribute to CRM.
Distribute to print.
Distribute to HTML.
Edits. Word count.
Compliance review.