The Venn by Two Sigma team regularly speaks with investment professionals who need to create materials for their clients, Investment Committees (IC), or Board meetings. Venn’s Report Lab module can help to create customized and branded reports, proposals, or presentations for both external and internal audiences. Analytics available in Venn can be pulled together and tailored to fit your narrative. Firm specific branding, logos, images, and color palettes can be customized to all reports. Once created, reports can also be readily exported as a PDF.
Download a sample report below that was created to highlight a hypothetical current and proposed portfolio to help facilitate a conversation about recommended client allocation changes.
Disclaimer: Report Lab is subject to additional fees. Exposure to risk factors is not a guarantee of increased performance or decreased risk. Past performance does not guarantee future results. This document is for informational purposes only. Not an offer to buy or sell securities. Click here for Important Disclosure and Disclaimer Information.
Source for hedge fund index data: HFR
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