Blog

The future of client reporting: key trends reshaping the investment industry

by Andrew Sherlock

From AI-generated commentary to hyper-personalisation and ESG integration, discover the trends that will define client reporting in investment management over the next five years.

How often should you send client reports – and does frequency matter?

by Andrew Sherlock

How often should investment managers send client reports? The answer is more nuanced than "quarterly" – and getting it wrong…

InDesign vs automated reporting software: which is right for your firm?

by Andrew Sherlock

Many investment teams still use InDesign, Word or PowerPoint to produce client reports. We compare manual design tools with automated…

How do you keep KIID documents up to date across a large fund range?

by Andrew Sherlock

Keeping KIID and KID documents up to date across a large fund range is a significant operational burden. Here is…

How do you produce portfolio reports that private clients actually read?

by Andrew Sherlock

Most private clients do not read their portfolio reports. Here is why – and what wealth managers do differently when…

What makes a great fund factsheet?

by Andrew Sherlock

Discover what separates a good fund factsheet from a great one – key sections, design principles, regulatory requirements and the…

The future of investment reporting is already here – and it’s been running smoothly for years

by Andrew Sherlock

In the past, investment firms faced a difficult choice: build or buy a reporting system, commit to huge upfront costs,…