On-demand Portfolio Performance Reporting

Offering a competitive edge through client experience is going to be one of the primary ways to win and retain business within asset management. In our belief, performance reporting will play a crucial role in delivering more value to clients and will be a critical element in creating a world-class client experience that extends beyond performance at a given cost.

In this webinar, we discuss how to leverage technology to automatically generate narrative-based insights on portfolio and fund performance.

You can download the slide deck here, but you can also watch the recording.

If you want to fast forward to a specific topic:

• 0:00 - Introduction
• 04:11 - Chapter 1: Gaining a competitive edge through revolutionised investment reporting
• 10:05 - Chapter 2: StoryTeller in practice: from minimal input data into narrative-based insights
• 26:11 - Chapter 3: A wide variety of use-cases where StoryTeller could add value