ClickCease

Understanding investment reports

Investor Guide

As an investor, you must understand the investment reports your asset or wealth manager provides to monitor your investments and make decisions. This practical guide will cover the key elements and components of investment reporting.

Understanding investment reporting - a guide for investors

1. The basics of Investment reporting

What are investment reports, how to find them and why it is important to understand them? 

2. Portfolios and Valuations

What are the different types of investment portfolios, and how do we measure their value?

3. Performance and Analytics

How do we measure performance, and what other information can we use to understand our position?

4. Forecasting future returns

How do we forecast future returns and what assumptions and parameters affect them?

About this guide

We are not a regulated entity, and do not offer investment advice or indeed financial products or services of any kind. This guide is provided as a general educational resource for the fundamentals of investment reporting, and you should discuss questions or concerns with your financial advisor or wealth manager.

Background Shapes Left Crop

For Asset and Wealth managers

Share this guide

If you think your clients would benefit from this content, feel free to share a link on your website, email or social channels. If you quote us, please add a backlink to our website. If you want to adapt and customise your brand, please look at the next option.

Adapt and customise

We are happy to customise and extend this guide and deliver it as raw text or branded material for your website, social channels, presentations and collateral. Licensing details depend on your requirements, so please contact us for a quote.

Upgrade your Client Portal

This guide describes the best-in-class investor reporting experience produced by the Invessed platform. If you are looking to upgrade your Client Portal, we would be happy to schedule a call, understand your needs and walk you through our platform.