| Investment Commentary |
| |
| Utilizing data from performance attribution analysis, UpTick can automate the repetitive task of creating investment commentary freeing up time for more value-added endeavors. Our proprietary “rules based text generation” technology focuses on the retrospective analysis of “what” happened while your managers and analysts can focus exclusively on explaining “why” it happened. |
 |
| Each reporting period, UpTick delivers a full narrative commentary based on the performance attribution of your composite or separate account portfolios — getting you 90% of the way there in Microsoft WordTM format ready for your own insightful edits. Define the words, phrases and style that best suits your compliance requirements. |
|
|
|
|
