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December 5th, 2018

2019 Best Practices & Trends in Client Reporting

By Mark Bell

No matter if you are heading into quarterly client reporting or planning ahead for the new year, now is the time to keep reporting best practices top of mind. The best presentations are the ones that don’t feel like presentations, so we’ve compiled some quick tips on how to tell a story with your reports to deliver your strongest presentation to date.

Be in control of the story you are going to tell

You don’t have to give your planning committee a long novel, but rather a short engaging story. Rather than creating a full stack of reports for your committee to review, we recommend you bring a smaller deck. With a smaller deck, you’re more likely to have their attention and they won’t be tempted to flip ahead.

What Should Your Shortened Investment Report Look Like?

  • Executive Summary
  • Total Plan/Asset Classes Attribution
  • Universal Comparison Against Peers
  • Highlight Individual Managers
  • Fee Schedule

Focus on what is outside the norm

Drive your client’s investment policy decisions by identifying trends. Next, focus on a few main points instead of a deep dive. Then, supplement the text with charts that are easy to read and grab someone’s attention; using different methods and charts is key. Lastly, don’t be afraid to show any negative performance, as well.

For more best practices and to learn how to streamline your reporting process, watch our on-demand webinar: Best Practices & Emerging Trends in Client Reporting. By the end, our team of experts will show you how to deliver your quarterly report with clarity and confidence.

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