The Essence of BI reports for Portfolio Performance Tracking and Improved Investment Reporting.

Business intelligence reporting in recent years has become a veritable tool with a wide range of uses. From a broad perspective business intelligence reporting entails the processes of preparation, analysis, and presentation of data to ensure clearer, broader and holistic insights into underlying causes of trends and trajectory-specific data in focus. 

Portfolio management business intelligence reporting is instrumental for pulling and cleaning business data or financials from large sources. Furthermore, business reporting tools like Power BI help assess business performance concerning specific financial, operational, marketing, and other worthwhile metrics. 

This is achievable through identifying and applying the right measurements and dimensions on the sourced data and finances accompanied by making use of several visualization options such as charts, waterfalls, slicers, maps, graphs, KPI Cards, scattered plots, tree maps and a host of others for dynamic reporting and actionable insights.  

BI report for portfolio tracking. 

Business intelligence reporting becomes immensely resourceful to monitor portfolio performance and identify and analyze risks attributed to various investment buckets. In this regard, here are a few BI reports that will be helpful to wealth managers, investment analysts and portfolio managers in ensuring optimum portfolio performance. 

  1. Portfolio Performance and Analysis Report: To effectively monitor and track portfolio performance efficiently and dynamically by investors, wealth and portfolio managers, business intelligence analysis and reporting become a necessity. This kind of report keenly focuses on gaining and providing more insights into the current portfolio performance revealing total returns, annualized returns, and risk metrics. Also, portfolio performance reports can include how resources are allocated across sectors or industries, portfolio turnovers, drawdown analysis, contribution analysis and benchmark comparison.  
  2. Investment Book of Record: Investment analysts and wealth managers often utilize investment books of record to track day-to-day performance and exposure of investment decisions made. Furthermore, the investment book of record is an important tool for reconciliation, risk identification and analysis, investment positions, and overall portfolio performance. Making use of business intelligence tools in this regard is of immense help in ensuring users have in-depth, dynamic, and up-to-date reports of investment decisions, exposures, and returns, which aids consolidation, ensures consistency in investment returns as well as aids regulatory compliance. 

Benefits of Business Intelligence for Portfolio Management

Some of the benefits associated with the use of business intelligence tools and reporting for ensuring efficient reporting and portfolio management are as follows: 

  1. Real-time performance monitoring: Business intelligence tools and reporting are instrumental to portfolio and wealth managers in tracking investment performance in real-time. This will also help gain visibility into how to better allocate resources across sectors, asset types and geopolitical locations to ensure consistent returns on investments. 
  2. Identifying opportunities and risks: As financial experts make investment decisions; it is of the essence to always keep track of potential or obvious risks attributed to investment portfolios. In the same vein business intelligence reporting ensures that risks are identified and analyzed with the view of making them have the barest minimum impacts on investment returns. Furthermore, portfolio managers are enabled to compare current portfolio performance with benchmarks and craft sustainable and effective strategies to ensure portfolio performance exceeds set benchmarks in a consistence manner. 
  3. Tailor-made reporting: By developing customized reports with the uniqueness of the data structure of various investment managers in mind, they can effectively update and keep track of their investments. Financial experts can seek consultancy services from companies with competencies in creating customized reports that help keep tabs on all related investment data and are unique to their service delivery and business operations. A dependable company that will be of immense help to portfolio managers, investment analysts and wealth managers in this regard is Leonine Investment Services. 
  4. Ensuring regulatory compliance: Regulatory compliance is a necessary condition stipulated and required by financial institutions to adhere to, and financial firms that use business intelligence reporting and tools can keep up with new regulations and rules for implementation by stipulated regulatory organizations. This increases business perception amongst current and prospective clients and ensures financial experts within such organizations are abreast with current regulations.

Business intelligence reporting and tools is a powerful tool that helps facilitate effective and dynamic portfolio management to achieve consistent returns on investment. Therefore, it is not out of place for financial organizations to put this at the front burner of strategies in ensuring top-notch service delivery by seeking consultancy services or ensuring that staff are empowered with the necessary training to achieve organisational objectives. 

Do well to contact Leonine Investment Services for enquiries, as we are equipped to provide business intelligence reporting services and BI training for your staff. 

You can do so by visiting our website, putting a call to us via this contact number +234 818-778-5964 or sending an email to  

Communications and PR Analyst at Leonine Investment Services Limited | + posts

Abdulsamod Balogun leads Communications and Public Relations at Leonine Investment Services Limited. He's excited about new media, technology and public policy. When he's not working, he's catching up on movies and books.

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