Investment Data Collection & Reporting

Workflow Template

Investment Data Collection & Reporting

Workflow Template

This workflow template illustrates the extraction, collection, analysis and reporting of data related to investment performance and strategies for retail (private wealth management) and commercial investment management clients. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand Investment Data Collection & Reporting processes.

Related KPIs : Total Employees: Registered Financial Representatives, Assets Under Management (AUM) per Registered Financial Representative, Return on Assets (ROA)

What is Investment Data Collection & Reporting?

The Investment Data Collection & Reporting process involves coordination between financial advisors, analysts and investment management clients (retail and/or institutional) to produce reports detailing investment account performance over time (against the market). Many data sources, including Bloomberg, Capital IQ and other market data providers, are used to compile the requisite data. Once the appropriate data has been collected, it is uploaded to proprietary company systems. In some cases, clients may be able to log into the system without assistance from a financial advisor (i.e., self-service). In other cases, a report must be generated and manually sent to the client for review. After reviewing these reports, customers may request additional detail or pose questions related to the content of the report.

Download a Sample Investment Data Collection & Reporting

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