Automating MD&A Reporting

Daizy automates the Management Discussion & Analysis (MD&A) element of your regulatory fund reporting.

The Proposition

Benefits

How it Works

  1. Daizy’s MD&A Agent will generate an institutional grade narrative of fund performance
  2. Incorporates all key elements, incl:
    • Macro and market events as they impacted fund strategy
    • Official benchmark data directly from Daizy’s institutional data lake
    • Visuals, data tables and performance charts
  3. Customization features allow you to integrate CIO and PM perspectives

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