OUTSOURCED COMMENTARY DRAFTING
The three critical elements of success for are the establishment of process, data connection and writing style.
Compelling commentary is based on the ability to analyze the data and develop themes around the performance on a fund level. To accomplish this goal, the firm would leverage the FactSet Portfolio Analytics tool. After establishing a data feed from the client, the system allow's Pratt & Co. to analyze each portfolio with minimal lag time in data delivery.