A few years ago, fund companies had a portfolio manager sit down with a writer and explain how the fund performed over the specific reporting period. Then the writer analyzed the information and wrote a fund commentary based on their understanding. Finally, the portfolio manager reviewed and approved the report or asked for revisions. 

However, fund companies need not follow the process anymore. Now, they are looking for ways to get their fund commentaries written faster and more conveniently. Besides that, the varied types and a large number of funds present today and time constraints make this kind of head-to-head approach almost impossible. Since fund companies must create these documents quickly due to regulatory requirements, in-house writing services are often insufficient to handle volume work. 

So, what’s the solution? Automation helps write compelling fund commentaries much faster, easier, and more accurate than otherwise. Let us see how it works.

Processes to Automate

Automating the process of writing a fund commentary is an ideal way to reduce pressure on portfolio managers. At the same time, it helps meet the fund company’s compliance and regulatory needs. There are numerous ways to automate the commentary writing process. 

Automation can pull data from attribution reports and create each fund mandate’s specific commentary shells for beginners. Some programs use custom reporting templates that analysts and portfolio managers can use to complete the commentary in minimum time. Knowledgeable and experienced writers create, edit, and proofread these templates for maximum coverage and resolution.

Automation helps draw insights from the available data more quickly and efficiently and turn it into a meaningful document. Automation is no longer an option in the present landscape but a change driver that can work according to organizational needs and demands. Technologies like Natural Language Generation (NLG), Natural language processing (NLP), and Natural language understanding (NLU) ensure that the fund commentary produced suits the company’s needs and the target audience. They create reports based on the audience and readers. They also tweak the content to personalize language. 

Machine Learning generates human-like content with the help of machines, which overcomes the restrictions that many fund marketers and asset managers face. ML provides seamless, the faster turnaround by sifting through loads of data like never before. To summarize, automating commentary writing empowers clients to fully use NLG and explore its complete potential.

How does Automation Improve the Process?

Automating the commentary writing process leverages technology to streamline the process. It provides an appropriately crafted commentary according to the portfolio manager’s voice and expectations. Automation is an excellent way to save time and product commentaries faster than in-house resources. It determines the attribution information to expand research ability. Automation also includes the editing part, resulting in a cleaner essay for the client. It ensures all regulatory compliances are in place and completes the market review, outlook sections, and macroeconomic engagements before the deadline.With strategic thinking and writing automation, portfolio managers can improve and accelerate their process of writing commentaries. As a result, fund companies no longer need to strain their company resources. Automate the entire process under experts to write an effective fund commentary each time.