Investment & asset management
A clearer view
of
your portfolio.
Bring asset reports, documents and data together to understand what has changed, uncover shared priorities and spend less time compiling reports.
Let’s talk about your reporting
Portfolio insight
Q2
Evidence linked to source
Less compilation.
More time to review.
Put your portfolio knowledge to work.
YOUR BRAND
Prepared for review
Quarterly portfolio report
Investment & asset management
Sources and references
[1]
Asset report
[2]
Supporting board papers
Start with a draft.
Spend your time on the judgement.
Bring recurring reporting together in a consistent format, with supporting references ready for your team to review.
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Less manual compilation
Bring documents, data and commentary together in one place.
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Consistent reporting
A clear structure across your assets and reporting periods.
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Evidence you can follow
Keep supporting references close to the findings.
Previous period
Asset review
Previous position
Source [1]
Current period
Asset review
Development to review
Source [2]
What has changed?
Follow the evidence behind the update.
Understand the change.
Focus your review.
Compare the latest information with earlier reports to see developments, changing priorities and areas that need a closer look.
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Less repeated reading
Bring relevant updates into one comparison.
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Changes in context
Explore the evidence behind a difference.
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A clearer review brief
Take the developments that matter into your next report.
Asset B
Operational report
Portfolio themes
See the bigger picture
Delivery priorities
A · B
Operational developments
B · C
Common areas for review
A · C
Source references retained
Look across your assets.
Find shared priorities.
Bring related findings together across assets to explore recurring issues and common themes that individual reports can hide.
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Connected findings
Explore related information across asset reports.
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Shared priorities
See where similar developments deserve attention.
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A useful portfolio view
Build a broader briefing with sources your team can check.
YOUR BRAND
Prepared for review
Investment committee briefing
Developments that matter
Portfolio themes, asset updates and priorities for discussion.
Supporting evidence
[1] [2]
Your work, made clearer
Insight for the decisions
in front of you.
Prepare a committee briefing
Bring the key developments and supporting evidence into one useful view.
Review an asset’s latest position
Explore current information alongside earlier reports.
Create a clearer investor update
Shape the findings around the audience and the questions that matter.
Bring it all together around the work you need to do.
75
%
less effort
Reported for one colleague’s reporting work.
“
Automated quarterly reporting has saved us days of complex data compilation with outputs that still use our own templates.
Director of Digital Transformation
UK Infrastructure Asset Management Company