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Final Intern Presentation

In this final intern presentation, we explore strategies for improving communication and performance tracking within the Investment Advisory Business. We outline two primary projects: the development of a comprehensive communication plan for model changes and performance reports, and the creation of tools to effectively track and compare the performance of 61 SMA strategies against industry benchmarks. Key stakeholders will receive a consolidated communication timeline, while reports will empower the advisory team with insights into investment performance. This project aims to enhance operational efficiency and client satisfaction.

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Final Intern Presentation

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Presentation Transcript

  1. Final Intern Presentation Cynitresse S. Carter Investment Advisory Business Support August 3, 2011

  2. Agenda • Program List Investments/Model Change Communication Plan • Performance Reports: SMA Model/Composite

  3. Key Terms

  4. Project 1: Program List Investments/Model Change Communication Plan

  5. Program List Additions, Changes, and Removals Initial Communication and Trade Impact Fund/SMA Removal Planning Fund/SMA Addition Planning Research Model Change Planning Final Communication, Testing, Publishing & Production

  6. Stakeholders

  7. Results • Order of steps in the timeline • Communication Plan to inform stakeholders • Consolidated Communication Plan and Timeline

  8. Project 2:SMA Performance Reports

  9. Overview Issue • No performance tracking for SMAs Assignment • Develop reports to track performance for 61 SMA strategies on the Program List • Develop report to compare SMA strategy received by Edward Jones against performance reported by SMA Manager to the industry

  10. Process Vestmark Stakeholders • Investment Advisory Business Support • Mutual Fund Research • Investment Advisory Advice

  11. Composite of SMA Client Accounts

  12. SMA Master Model

  13. Results • Investment Advice has a tool for analysis and identification of outliers • Investment Advice can compare composite performance against the SMA Master model • Mutual Fund Research has a tool to compare the SMA performance received by Edward Jones against the performance reported to the industry by the SMA Manager

  14. Conclusion • Experience • Benefit • What I Gained

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