際際滷

際際滷Share a Scribd company logo
...But It Doesnt 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.

More Related Content

Similar to Your Portfolio Commentary Process is Complicated (20)

7 Step Of Ba
7 Step Of Ba7 Step Of Ba
7 Step Of Ba
Shoukat Khattak
Driving Configuration Management in a Digital Enterprise
Driving Configuration Management in a Digital EnterpriseDriving Configuration Management in a Digital Enterprise
Driving Configuration Management in a Digital Enterprise
Beyond20
Divya
DivyaDivya
Divya
Divya nanjegowda
Design Processes For Web Projects
Design Processes For Web ProjectsDesign Processes For Web Projects
Design Processes For Web Projects
Peter Boersma
BEST PRACTICE: The seven types of B2B copywriter And how the wrong one can ...
BEST PRACTICE: The seven types of B2B copywriter  And how the wrong one can ...BEST PRACTICE: The seven types of B2B copywriter  And how the wrong one can ...
BEST PRACTICE: The seven types of B2B copywriter And how the wrong one can ...
B2B Marketing
The 7 Types of B2B Copywriter and how the wrong one can destroy your campaign
The 7 Types of B2B Copywriter and how the wrong one can destroy your campaignThe 7 Types of B2B Copywriter and how the wrong one can destroy your campaign
The 7 Types of B2B Copywriter and how the wrong one can destroy your campaign
Radix Communications
Brief introduction to project management and project management tools
Brief introduction to project management and project management toolsBrief introduction to project management and project management tools
Brief introduction to project management and project management tools
Nathan Petralia
Business Analysis 101
Business Analysis 101Business Analysis 101
Business Analysis 101
Abhishek Navlakha, PMP, CSM
Business Analyst - Roles & Responsibilities
Business Analyst - Roles & ResponsibilitiesBusiness Analyst - Roles & Responsibilities
Business Analyst - Roles & Responsibilities
EngineerBabu
Rohit Malik SAP SD Certified
Rohit Malik SAP SD CertifiedRohit Malik SAP SD Certified
Rohit Malik SAP SD Certified
Rohit Malik
DCBADD2015 the ba in transformation 2015 ASPE
DCBADD2015 the ba in transformation 2015 ASPEDCBADD2015 the ba in transformation 2015 ASPE
DCBADD2015 the ba in transformation 2015 ASPE
IIBADCBADD
Ten Minute Personal Branding Overhaul
Ten Minute Personal Branding OverhaulTen Minute Personal Branding Overhaul
Ten Minute Personal Branding Overhaul
Lin Humphrey, Ph.D.
10 things every business person should know about content strategy
10 things every business person should know about content strategy10 things every business person should know about content strategy
10 things every business person should know about content strategy
Melissa Rach
Tableau Resume Sample. Key Features of Our Tableau
Tableau Resume Sample. Key Features of Our TableauTableau Resume Sample. Key Features of Our Tableau
Tableau Resume Sample. Key Features of Our Tableau
Amy Bahnline
Extreme DDD Modelling Patterns - 2024 Devoxx Poland
Extreme DDD Modelling Patterns - 2024 Devoxx PolandExtreme DDD Modelling Patterns - 2024 Devoxx Poland
Extreme DDD Modelling Patterns - 2024 Devoxx Poland
Alberto Brandolini
Havas_Digital_Production_Process
Havas_Digital_Production_ProcessHavas_Digital_Production_Process
Havas_Digital_Production_Process
Odie Agustin
Hillesland resume 2017
Hillesland resume 2017Hillesland resume 2017
Hillesland resume 2017
David Hillesland
The Flea Market Website Dilemma
The Flea Market Website DilemmaThe Flea Market Website Dilemma
The Flea Market Website Dilemma
Ian Alexander
Northern New England TUG May 2024 - Abbott, Taft, Rugemer
Northern New England TUG May 2024 - Abbott, Taft, RugemerNorthern New England TUG May 2024 - Abbott, Taft, Rugemer
Northern New England TUG May 2024 - Abbott, Taft, Rugemer
patrickdtherriault
Northern New England Tableau User Group (TUG) May 2024
Northern New England Tableau User Group (TUG) May 2024Northern New England Tableau User Group (TUG) May 2024
Northern New England Tableau User Group (TUG) May 2024
patrickdtherriault
Driving Configuration Management in a Digital Enterprise
Driving Configuration Management in a Digital EnterpriseDriving Configuration Management in a Digital Enterprise
Driving Configuration Management in a Digital Enterprise
Beyond20
Design Processes For Web Projects
Design Processes For Web ProjectsDesign Processes For Web Projects
Design Processes For Web Projects
Peter Boersma
BEST PRACTICE: The seven types of B2B copywriter And how the wrong one can ...
BEST PRACTICE: The seven types of B2B copywriter  And how the wrong one can ...BEST PRACTICE: The seven types of B2B copywriter  And how the wrong one can ...
BEST PRACTICE: The seven types of B2B copywriter And how the wrong one can ...
B2B Marketing
The 7 Types of B2B Copywriter and how the wrong one can destroy your campaign
The 7 Types of B2B Copywriter and how the wrong one can destroy your campaignThe 7 Types of B2B Copywriter and how the wrong one can destroy your campaign
The 7 Types of B2B Copywriter and how the wrong one can destroy your campaign
Radix Communications
Brief introduction to project management and project management tools
Brief introduction to project management and project management toolsBrief introduction to project management and project management tools
Brief introduction to project management and project management tools
Nathan Petralia
Business Analyst - Roles & Responsibilities
Business Analyst - Roles & ResponsibilitiesBusiness Analyst - Roles & Responsibilities
Business Analyst - Roles & Responsibilities
EngineerBabu
Rohit Malik SAP SD Certified
Rohit Malik SAP SD CertifiedRohit Malik SAP SD Certified
Rohit Malik SAP SD Certified
Rohit Malik
DCBADD2015 the ba in transformation 2015 ASPE
DCBADD2015 the ba in transformation 2015 ASPEDCBADD2015 the ba in transformation 2015 ASPE
DCBADD2015 the ba in transformation 2015 ASPE
IIBADCBADD
Ten Minute Personal Branding Overhaul
Ten Minute Personal Branding OverhaulTen Minute Personal Branding Overhaul
Ten Minute Personal Branding Overhaul
Lin Humphrey, Ph.D.
10 things every business person should know about content strategy
10 things every business person should know about content strategy10 things every business person should know about content strategy
10 things every business person should know about content strategy
Melissa Rach
Tableau Resume Sample. Key Features of Our Tableau
Tableau Resume Sample. Key Features of Our TableauTableau Resume Sample. Key Features of Our Tableau
Tableau Resume Sample. Key Features of Our Tableau
Amy Bahnline
Extreme DDD Modelling Patterns - 2024 Devoxx Poland
Extreme DDD Modelling Patterns - 2024 Devoxx PolandExtreme DDD Modelling Patterns - 2024 Devoxx Poland
Extreme DDD Modelling Patterns - 2024 Devoxx Poland
Alberto Brandolini
Havas_Digital_Production_Process
Havas_Digital_Production_ProcessHavas_Digital_Production_Process
Havas_Digital_Production_Process
Odie Agustin
The Flea Market Website Dilemma
The Flea Market Website DilemmaThe Flea Market Website Dilemma
The Flea Market Website Dilemma
Ian Alexander
Northern New England TUG May 2024 - Abbott, Taft, Rugemer
Northern New England TUG May 2024 - Abbott, Taft, RugemerNorthern New England TUG May 2024 - Abbott, Taft, Rugemer
Northern New England TUG May 2024 - Abbott, Taft, Rugemer
patrickdtherriault
Northern New England Tableau User Group (TUG) May 2024
Northern New England Tableau User Group (TUG) May 2024Northern New England Tableau User Group (TUG) May 2024
Northern New England Tableau User Group (TUG) May 2024
patrickdtherriault

Recently uploaded (20)

How Discord Indexes Trillions of Messages: Scaling Search Infrastructure by V...
How Discord Indexes Trillions of Messages: Scaling Search Infrastructure by V...How Discord Indexes Trillions of Messages: Scaling Search Infrastructure by V...
How Discord Indexes Trillions of Messages: Scaling Search Infrastructure by V...
ScyllaDB
What Makes "Deep Research"? A Dive into AI Agents
What Makes "Deep Research"? A Dive into AI AgentsWhat Makes "Deep Research"? A Dive into AI Agents
What Makes "Deep Research"? A Dive into AI Agents
Zilliz
Transform Your Future with Front-End Development Training
Transform Your Future with Front-End Development TrainingTransform Your Future with Front-End Development Training
Transform Your Future with Front-End Development Training
Vtechlabs
Unlock AI Creativity: Image Generation with DALL揃E
Unlock AI Creativity: Image Generation with DALL揃EUnlock AI Creativity: Image Generation with DALL揃E
Unlock AI Creativity: Image Generation with DALL揃E
Expeed Software
Early Adopter's Guide to AI Moderation (Preview)
Early Adopter's Guide to AI Moderation (Preview)Early Adopter's Guide to AI Moderation (Preview)
Early Adopter's Guide to AI Moderation (Preview)
nick896721
EaseUS Partition Master Crack 2025 + Serial Key
EaseUS Partition Master Crack 2025 + Serial KeyEaseUS Partition Master Crack 2025 + Serial Key
EaseUS Partition Master Crack 2025 + Serial Key
kherorpacca127
Cloud of everything Tech of the 21 century in Aviation
Cloud of everything Tech of the 21 century in AviationCloud of everything Tech of the 21 century in Aviation
Cloud of everything Tech of the 21 century in Aviation
Assem mousa
Technology use over time and its impact on consumers and businesses.pptx
Technology use over time and its impact on consumers and businesses.pptxTechnology use over time and its impact on consumers and businesses.pptx
Technology use over time and its impact on consumers and businesses.pptx
kaylagaze
Wondershare Dr.Fone Crack Free Download 2025
Wondershare Dr.Fone Crack Free Download 2025Wondershare Dr.Fone Crack Free Download 2025
Wondershare Dr.Fone Crack Free Download 2025
maharajput103
30B Images and Counting: Scaling Canva's Content-Understanding Pipelines by K...
30B Images and Counting: Scaling Canva's Content-Understanding Pipelines by K...30B Images and Counting: Scaling Canva's Content-Understanding Pipelines by K...
30B Images and Counting: Scaling Canva's Content-Understanding Pipelines by K...
ScyllaDB
Backstage Software Templates for Java Developers
Backstage Software Templates for Java DevelopersBackstage Software Templates for Java Developers
Backstage Software Templates for Java Developers
Markus Eisele
Build with AI on Google Cloud Session #4
Build with AI on Google Cloud Session #4Build with AI on Google Cloud Session #4
Build with AI on Google Cloud Session #4
Margaret Maynard-Reid
Wondershare Filmora Crack 14.3.2.11147 Latest
Wondershare Filmora Crack 14.3.2.11147 LatestWondershare Filmora Crack 14.3.2.11147 Latest
Wondershare Filmora Crack 14.3.2.11147 Latest
udkg888
TrustArc Webinar - Building your DPIA/PIA Program: Best Practices & Tips
TrustArc Webinar - Building your DPIA/PIA Program: Best Practices & TipsTrustArc Webinar - Building your DPIA/PIA Program: Best Practices & Tips
TrustArc Webinar - Building your DPIA/PIA Program: Best Practices & Tips
TrustArc
Replacing RocksDB with ScyllaDB in Kafka Streams by Almog Gavra
Replacing RocksDB with ScyllaDB in Kafka Streams by Almog GavraReplacing RocksDB with ScyllaDB in Kafka Streams by Almog Gavra
Replacing RocksDB with ScyllaDB in Kafka Streams by Almog Gavra
ScyllaDB
1.1. Evolution-and-Scope-of-Business-Analytics.pptx
1.1. Evolution-and-Scope-of-Business-Analytics.pptx1.1. Evolution-and-Scope-of-Business-Analytics.pptx
1.1. Evolution-and-Scope-of-Business-Analytics.pptx
Jitendra Tomar
UiPath Automation Developer Associate Training Series 2025 - Session 2
UiPath Automation Developer Associate Training Series 2025 - Session 2UiPath Automation Developer Associate Training Series 2025 - Session 2
UiPath Automation Developer Associate Training Series 2025 - Session 2
DianaGray10
UiPath Document Understanding - Generative AI and Active learning capabilities
UiPath Document Understanding - Generative AI and Active learning capabilitiesUiPath Document Understanding - Generative AI and Active learning capabilities
UiPath Document Understanding - Generative AI and Active learning capabilities
DianaGray10
Field Device Management Market Report 2030 - TechSci Research
Field Device Management Market Report 2030 - TechSci ResearchField Device Management Market Report 2030 - TechSci Research
Field Device Management Market Report 2030 - TechSci Research
Vipin Mishra
Inside Freshworks' Migration from Cassandra to ScyllaDB by Premkumar Patturaj
Inside Freshworks' Migration from Cassandra to ScyllaDB by Premkumar PatturajInside Freshworks' Migration from Cassandra to ScyllaDB by Premkumar Patturaj
Inside Freshworks' Migration from Cassandra to ScyllaDB by Premkumar Patturaj
ScyllaDB
How Discord Indexes Trillions of Messages: Scaling Search Infrastructure by V...
How Discord Indexes Trillions of Messages: Scaling Search Infrastructure by V...How Discord Indexes Trillions of Messages: Scaling Search Infrastructure by V...
How Discord Indexes Trillions of Messages: Scaling Search Infrastructure by V...
ScyllaDB
What Makes "Deep Research"? A Dive into AI Agents
What Makes "Deep Research"? A Dive into AI AgentsWhat Makes "Deep Research"? A Dive into AI Agents
What Makes "Deep Research"? A Dive into AI Agents
Zilliz
Transform Your Future with Front-End Development Training
Transform Your Future with Front-End Development TrainingTransform Your Future with Front-End Development Training
Transform Your Future with Front-End Development Training
Vtechlabs
Unlock AI Creativity: Image Generation with DALL揃E
Unlock AI Creativity: Image Generation with DALL揃EUnlock AI Creativity: Image Generation with DALL揃E
Unlock AI Creativity: Image Generation with DALL揃E
Expeed Software
Early Adopter's Guide to AI Moderation (Preview)
Early Adopter's Guide to AI Moderation (Preview)Early Adopter's Guide to AI Moderation (Preview)
Early Adopter's Guide to AI Moderation (Preview)
nick896721
EaseUS Partition Master Crack 2025 + Serial Key
EaseUS Partition Master Crack 2025 + Serial KeyEaseUS Partition Master Crack 2025 + Serial Key
EaseUS Partition Master Crack 2025 + Serial Key
kherorpacca127
Cloud of everything Tech of the 21 century in Aviation
Cloud of everything Tech of the 21 century in AviationCloud of everything Tech of the 21 century in Aviation
Cloud of everything Tech of the 21 century in Aviation
Assem mousa
Technology use over time and its impact on consumers and businesses.pptx
Technology use over time and its impact on consumers and businesses.pptxTechnology use over time and its impact on consumers and businesses.pptx
Technology use over time and its impact on consumers and businesses.pptx
kaylagaze
Wondershare Dr.Fone Crack Free Download 2025
Wondershare Dr.Fone Crack Free Download 2025Wondershare Dr.Fone Crack Free Download 2025
Wondershare Dr.Fone Crack Free Download 2025
maharajput103
30B Images and Counting: Scaling Canva's Content-Understanding Pipelines by K...
30B Images and Counting: Scaling Canva's Content-Understanding Pipelines by K...30B Images and Counting: Scaling Canva's Content-Understanding Pipelines by K...
30B Images and Counting: Scaling Canva's Content-Understanding Pipelines by K...
ScyllaDB
Backstage Software Templates for Java Developers
Backstage Software Templates for Java DevelopersBackstage Software Templates for Java Developers
Backstage Software Templates for Java Developers
Markus Eisele
Build with AI on Google Cloud Session #4
Build with AI on Google Cloud Session #4Build with AI on Google Cloud Session #4
Build with AI on Google Cloud Session #4
Margaret Maynard-Reid
Wondershare Filmora Crack 14.3.2.11147 Latest
Wondershare Filmora Crack 14.3.2.11147 LatestWondershare Filmora Crack 14.3.2.11147 Latest
Wondershare Filmora Crack 14.3.2.11147 Latest
udkg888
TrustArc Webinar - Building your DPIA/PIA Program: Best Practices & Tips
TrustArc Webinar - Building your DPIA/PIA Program: Best Practices & TipsTrustArc Webinar - Building your DPIA/PIA Program: Best Practices & Tips
TrustArc Webinar - Building your DPIA/PIA Program: Best Practices & Tips
TrustArc
Replacing RocksDB with ScyllaDB in Kafka Streams by Almog Gavra
Replacing RocksDB with ScyllaDB in Kafka Streams by Almog GavraReplacing RocksDB with ScyllaDB in Kafka Streams by Almog Gavra
Replacing RocksDB with ScyllaDB in Kafka Streams by Almog Gavra
ScyllaDB
1.1. Evolution-and-Scope-of-Business-Analytics.pptx
1.1. Evolution-and-Scope-of-Business-Analytics.pptx1.1. Evolution-and-Scope-of-Business-Analytics.pptx
1.1. Evolution-and-Scope-of-Business-Analytics.pptx
Jitendra Tomar
UiPath Automation Developer Associate Training Series 2025 - Session 2
UiPath Automation Developer Associate Training Series 2025 - Session 2UiPath Automation Developer Associate Training Series 2025 - Session 2
UiPath Automation Developer Associate Training Series 2025 - Session 2
DianaGray10
UiPath Document Understanding - Generative AI and Active learning capabilities
UiPath Document Understanding - Generative AI and Active learning capabilitiesUiPath Document Understanding - Generative AI and Active learning capabilities
UiPath Document Understanding - Generative AI and Active learning capabilities
DianaGray10
Field Device Management Market Report 2030 - TechSci Research
Field Device Management Market Report 2030 - TechSci ResearchField Device Management Market Report 2030 - TechSci Research
Field Device Management Market Report 2030 - TechSci Research
Vipin Mishra
Inside Freshworks' Migration from Cassandra to ScyllaDB by Premkumar Patturaj
Inside Freshworks' Migration from Cassandra to ScyllaDB by Premkumar PatturajInside Freshworks' Migration from Cassandra to ScyllaDB by Premkumar Patturaj
Inside Freshworks' Migration from Cassandra to ScyllaDB by Premkumar Patturaj
ScyllaDB

Your Portfolio Commentary Process is Complicated

  • 1. ...But It Doesnt 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.