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October 9th, 2018

Investment Consultant’s Guide to Investment Presentations

By Mark Bell

As an investment consultant, quarterly reviews can be an unnerving time of year. The stress that goes into justifying the decisions made for the quarter, whether it be about performance, manager lineups, or overall strategy, is something that can be easily avoided by developing a thoroughly thought out investment presentation.

Being readily equipped to answer all of the questions at the table is key to proving just how essential you are to the client’s growth.

Here are five tips that will help you prepare yourself in giving a compelling investment presentation.

  1. Don’t just provide numbers, tell a story
  2. Paint a picture of your story using data
  3. Highlight the causes of your wins and losses
  4. Show them why you are the expert
  5. Tailor the presentation to your audience

Don’t let reporting to investors be the most stressful part of your job. For more tips and best practices for implementing the above steps, download our free eBook, The Guide to Compelling Investment Presentations for Institutional Investment Consultants.

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