Automating the Fund Commentary Process

Fully automate your quarterly fund commentary process across your entire fund range, leveraging Daizy’s data lake and narrative generation capability.

The Proposition

Benefits

Streamlines the fund reporting process, saving time for PM and Marketing teams
Ensures reports are always accurate, consistent, and compliant with industry regulations
Increases client engagement and report relevance through customization and personalization

How it Works

Daizy gathers and analyzes relevant fund information, including data on performance, holdings and asset allocation
The PM can provide bulletpoints which our AI Agent will use to generate the report
The report includes aperformance commentary in the PM’s style, as well as tables and charts
The process is fully automated, and can be scaled across entire fund ranges, with ability to integrate into existing workflows

The Output

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Competitor Fund Comparison

Analyze competing funds in depth to drive better product positioning, reflecting latest market events to provide context and increase relevance.

Automating MD&A Reporting

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

Automating Fund Profile Generation

Fully automate your fund profile generation process across your entire fund range, leveraging Daizy’s data lake and charting capabilities.

Meeting Prep for Wealth Advisors

Improve your engagement with clients and prospects by delegating the research and data crunching work to Daizy.

Hypothetical Portfolio Tool

Daizy equips sales teams with targeted information to intelligently position their products into a Wealth model portfolio.

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