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Your Portfolio Commentary Process is Complicated

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Narrative Science
Narrative Science

This document outlines the complex process that financial firms typically go through to generate portfolio commentaries, which involves multiple departments and can take 15-20 days to complete. With Narrative Science's technology, the entire process can be done automatically in seconds, from data gathering to drafting to publishing the commentary. The platform provides automated narrative generation to help financial firms streamline their commentary production process.

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...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.

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Your Portfolio Commentary Process is Complicated

  • 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.