portfolio commentary insightful commentary in a fraction of the … · portfolio manager benefits...
TRANSCRIPT
Insightful commentary in a fraction of the time
What if you could have a first draft of your portfolio commentary complete at the start of every reporting period? Current commentary processes are lengthy and resource-intensive. And firms are increasingly asked to provide commentary on more strategies and separately managed accounts (SMAs). Analysts and writers spend days creating the commentary, only to restart the process again in a month or, oftentimes, on a moment’s notice.
Quill™, our patented natural language generation (NLG) platform, automates the production of portfolio commentary based on attribution, risk and returns data, enabling your firm to generate marketing-approved and compliant content within seconds, allowing your team to focus on more valuable work. Quill is able to provide:
REDUCED TIME AND EFFORTREQUIRED TO WRITE COMMENTARY
that meets compliance andmarketing requirements.
IMPROVED CONSISTENCYAND ACCURACY
from fund-to-fund andperiod-to-period.
ABILITY TO SCALE with greater frequency
and coverage.
By removing the constraints associated with today’s current process, your firm will immediately realize the vast benefits of automation, including:
SOLUTION OVERVIEWPortfolio Commentary
WRITTEN SUMMARIES OF FUND PERFORMANCE and the key drivers of performance on a relative and absolutebasis – highlighting whether your strategy performed wellbecause of your allocation.
A STYLE, TONE AND STRUCTUREthat reflects your brand and meets compliance standards.
IMMEDIATE ACCESS TO COMMENTARYfor any time-period – even custom – for which you want to analyzeyour performance.
“Quill Portfolio Commentary enables our team to scale delivery of more routine fund content and data updates across multiple strategies and markets, while allowing us to dedicate more of our expert resources to authoring in-depth investment perspectives and thought leadership material.”
—David McSpadden, Executive Vice President, Global Marketing Services, Franklin Templeton
Bridge the gap between numbers and knowledge.Get started at narrativescience.com/contact-us
Today’s challenge.
Accelerate your portfolio commentary process.Firms today face a manual and arduous process of providing timely information and insight for clients and business
development teams. Quill works with any portfolio analytics software platform, including FactSet, Bloomberg, Thomson Reuters, and Wilshire, to write narrative commentary for internal and external use.
The solution is Quill.
COMMUNICATION COMPLEXITIES • Numerous investment strategies.
• Compliance mandates and marketing requirements.
• Frequent and urgent requests for updated commentary.
PORTFOLIO MANAGER BENEFITS• Reduce time, effort and costs required to produce commentary.
• Receive accurate and timely commentary wheneveryou need it.
• Spend time managing a portfolio instead of writingabout it.
MARKETING BENEFITS• Improve client communications with high-quality and
consistent commentary.
• Ensure commentary is compliant and meets anyregulatory requirements.
• Extensively scale reporting coverage and frequency.
NOVA ASSET MANAGEMENT — PORTFOLIO COMMENTARY
¥ AMP Limited relative to thebenchmark contributed to Australia
¥ positions in Rightmove and Keller Group versus theBenchmark helped drive the strong performance of UnitedKingdom.
¥ Chicago Bridge & Iron Co.
¥ positions in EuropeanAeronautic Defen e & Space and Deutsche Lufthansa drove thestrong performance of Industrials
¥ Hulic Co. contributed positively even though the Financials sectorunderperformed the benchmark.
Top 5 Stocks By Absolute Return Contribution to Fund Performance �he stock that contributed the most to the portfolio was Arcam AB. �his security alone contributed 0.32 to the portfolio's overall return during the period. Including Arcam AB, there were 89 other stocks that had a positive contribution, out of 204 securities held.
¥ Arcam AB: 0.32
¥ Sumitomo Mitsui FinancialGroup, Inc.: 0.32
¥ JP Holdings: 0.31
¥ Hulic Co: 0.29
¥ Wacom Co: 0.27
Bottom 5 Stocks By Absolute Return Contribution to Fund Performance �here were more detractors than there were contributors, with 105 holdings taking away from returns. Aberdeen Asset Management PLC dragged on returns the most.
¥ Aberdeen Asset Management: -0.30
¥ Air Canada: -0.28
¥ Chicago Bridge & Iron: -0.24
¥ �okyo �atemono Co: -0.21
¥ Isuzu Motors: -0.20
�he International Growth Fund ed
overweight toConsumer Discretionary and stock within ConsumerStaples . �he und s larger e�posure toPigeon Corporation outperformanceConsumer Staples the allocation to JP Holdings, Inc
.
he United Kingdom was the
Rightmove lc was the top contributor within the fund.�he
“Relative to the benchmark, the Fund’s overweight allocationto the Consumer Discretionary sector and stock selectionwithin the Consumer Staples sector contributed to returns...”
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