Circadian

How to communicate investment portfolio decision-making in a cost-effective and auditable manner?

• Portfolios need periodic rebalancing.
• Factsheets must be produced and distributed to large numbers of clients in an auditable manner.
• Communication is often two-way with clients providing consents and acceptances.

These functions are typically separate: one team has responsibility for numeric decision-making and fund-switching; the next visual presentation; and, the third, client handling. Some are automated, others manual, and errors frequent. Either way, integration is minimal and the process take time.