- Manage entire quarterly reporting process, including data gathering, investment writing, artwork and production of a new multi-manager investment platform. The suite of 50 individual fund reports and factsheets are tailored individually for consultants, pension fund trustees and members.
- Currently artwork, proof and produce the annual and interim reports for a suite of 20 unit trust funds, in long and short format, on behalf of a retail investment manager with £8 billion under management.
- Provided consultative services to an institutional fund manager on their existing reporting. We provided a comprehensive evaluation with recommendations for improvement and was subsequently engaged to redesign all existing reports, advise on content and provide a framework for internal report production leading to a significant internal re-organisation of their reporting function, capturing greater efficiencies in time, costs and accuracy.
- Created an efficient reporting structure and redesigned a suite of fund and market reports for a pooled fund manager. We currently write the market commentary, edit the fund commentary and manage the entire reporting process for their suite of nearly 40 funds and over 200 individual clients.
- Approached by a real estate investment manager to improve the quality of their reporting. We researched the needs of their clients and distribution channels, and created a suite of appropriate property investment reports accordingly. We established internal processes for production of reports, and worked closely with the in-house IT department to automate many of these processes.