Acuity Knowledge Partners rebrands to Acuity Analytics. Read press release

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Overview: Client reporting services

Acuity Analytics supports the entire suite of client reporting services, including standard periodic reports, PRIIPS/KIID reports, AUM reports and other ad hoc bespoke client reports. These reports are powerful marketing and client-servicing instruments for asset and wealth managers and are becoming increasingly critical in the current competitive market scenario. Typically, these asset management client reporting provide details about a fund’s or portfolio’s performance, composition and changes in constituents and risk metrics and include a brief synopsis from the manager. AUM reports help dissect firm, strategy and fund assets into different categories so they can provide meaningful insights to investors.

Industries We Serve

Mutual funds and ETF issuers

Investment banks

Fund consultants

Fund brokers

Client Reporting - Support We Offer

Standard Reporting

  • Client holding reports
  • Performance and risk reports
  • Investment committee reports
  • Securities lending reports
  • Fund performance commentaries
  • Board presentations
  • Collateral/holding breakdown reports
  • Any other standard client reports and investor reports

Custom Client Reporting (template-based)

  • UBS, Goldman Sachs, Swisscanto, Skandia and Credit Suisse formats
  • OpenFunds (fundinfo) and BBVA reports
  • Institutional reports
  • Report backs
  • Recurring due diligence questionnaires

Other Reporting

  • Tracking error reports
  • Volcker
  • Continued listing standards
  • VAG
  • Data support for RFP/DDQ teams
  • GroMiKV
  • UCITs compliance
  • BVI reports

What Defines Us

End-to-end managed solutions to deliver bespoke client reporting services

Ability to manage existing reporting tools or build customised automation, as per your requirement

All input data types supported; we can also source data directly from in-house databases

Customised widgets to retrieve data stored on Excel, Word and PowerPoint with ease

Template library to store and retrieve content and quickly support ad hoc requests

Dual-phase validation: First-level validation while sourcing data and second-level validation before final report dissemination

Project management, to free up client reporting teams’ bandwidth to focus on more value-add activities

Ability to generate customised commentaries using Natural Language Generation (NLG) as part of client reports

Our Teams

Sathya Natesh

Director, FMS

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Narendra Babu

Senior Director, Financial Marketing Services (FMS)

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Balaji Ramakrishnan

Managing Director, Head of Business Development, EMEA

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Connect with Us

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