Performance Reporting and Monitoring.
Constant evaluation of performance and reporting are critical roles of good investment management.
The investment managers also monitor the performance of the portfolio against the benchmarks, the performance of the various strategies used and make requisite adjustments to achieve the best results. Constant reporting assures clients about all the information they have about the investments they have, and the reasons decisions are made the way they do, and can anticipate how they might alter in reaction to the conditions in the market.
Extensive reports on performance will typically contain details of portfolio values, risk assessment, market analysis, summary of investment strategy and explanation of returns and variance between expected performance and the actual performance. Being transparent and accountable enhances the confidence of investment managers and clients and offers the information they need to make informed financial decisions. Long-term monitoring enables managers to proactively track growth prospects, risk reduction and management of long-term ambitions to ensure that investment portfolios are resilient, dynamic and well positioned to deliver long term financial success.
Following is your Technology and its role in Management of Investments. section in full expanded, with several H2s and several H3s, and paragraphs that are expanded about 3-4 times the length of your original:
The Role of Technology in Investment Management
Technological advancement has brought significant and far-reaching change to investment management, which has not only become influential but is now necessary to both individual and institutional investors by 2025. What used to be a totally manual, time-consuming and error-filled process, now is a complex, data driven, highly automated system that uses the latest technological tools to maximize their returns, reduce the risk, and increase the effectiveness of decision making.
Technology is giving investment managers the power to study massive amounts of market and financial data instantly, identify trends in global markets, and make more decisions more quickly and more accurately than at any previous time. A combination of digital mechanisms and artificial intelligence algorithms, as well as high-tech software, influence every area of investment, such as portfolio building, asset allocation, risk analysis, and regulatory compliance. This is a technological revolution that has provided unprecedented efficiency, accuracy, and scalability that enable managers, professional as well as ordinary, to operate in ways that were never thought of before, not only at very low cost but also with a great deal of transparency on all fronts.