In your role as Portfolio Analyst, you have now been asked to create a business report for prospective clients covering the types of securities and asset classes.
You will need to develop a business report for a prospective client that covers the various types of securities and asset classes. You will differentiate between traditional and non-traditional investments as well. A business report will provide meaningful and clear information on the required subjects. Typically, only a problem statement, analysis, and a resolution are contained in a business report; however, since the clients will not know the material thoroughly, your business report should be more detailed and offer supporting evidence, including a reference list.
- The business report should give the clients enough information to help them understand the differences between traditional and non-traditional investments. Be sure to use audience-specific language and tone in report. Remember, you are writing this business report for the clients, but the Portfolio Manager may also read it.
- Be creative, and make your business report fun, yet still clearly organized. You can find additional resources on writing a business report here.