Context:

• Tracking latest development related to stocks in which client has some interest or could affect performance of clients investment portfolio

Approach:

• Daily browsing through the majority of financial information website (like Bloomberg, Wall street journal , Reuters) for relevant updates on stocks of client’s interest
• Keep track of Earnings call, earnings updates for the client’s portfolio
• Compile all the news, updates in a report and send it across to the client

Industry Cover:

• REITs
• Luxury and general entertainment
• Credit Services
• Banking and Financial Services
• Insurance
• Any industry based on client's need

Result:

• Portfolio tracking
• Timely News and updates for decision support