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11+ Investment Performance Report Templates in PDF | DOC

An investment performance report is a major requirement as investments need regular care and attention and creating a report about the performance of the investment helps in achieving the goals and objectives. Creating an investment performance report also assists in keeping a watchful eye on your funds and doing what you can to keep them on track. The performance of the investment must be checked at least once a year or it can be frequently checked as the stock market constantly changes. It is always preferable to make sure your investments are still in line with your objectives.

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11+ Investment Performance Report Templates in PDF | DOC

1. Investment Fund Performance Report

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  • PDF

Size: 254.6 KB

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2. Investment Plan Performance Report

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  • PDF

Size: 2.5 MB

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3. Investment portfolio performance report

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  • PDF

Size: 530.1 KB

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4. Quarterly investment Performance report

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  • PDF

Size: 302.7 KB

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5. Investment Performance Summary Report

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  • PDF

Size: 2.5 MB

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 6. Investment Account Performance Report

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  • PDF

Size: 178.8 KB

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7. Investment Insurance Performance Report

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  • PDF

Size: 41.4 KB

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8. Annual Investment Performance Report

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  • PDF

Size: 181.1 KB

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9. Your Investment Performance Report

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  • PDF

Size: 36.4 KB

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10. Financial Investment Performance Report

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  • PDF

Size: 444.3 KB

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11. Investment Performance Auditor Report

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  • DOC

Size: 84.5 KB

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12. Investment Performance Report Units

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  • DOC

Size: 3.5 KB

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How to Analyze an Investment?

Analyzing your investment may be a critical task for investors and that is particularly true in case you have an investment advisor manage your money and are now thinking about taking over.

Step 1: Start Uploading Your Portfolio to an Investment Tracking Tool

The first move is to enter your portfolio into a platform for the investment review. Personal capital is one popular option. We offer a free financial dashboard capable of importing all of your investment accounts (retirement and non-retirement) and then provide a comprehensive portfolio analysis. The research is part of an investment checkup for personal assets. There are many facets to the checkup, including an overview of the asset allocation for your portfolio.

Step 2: Analyze Your Stock and Bond Allocation

The most important investment decision that you are going to make is how much money you are going to commit to stocks and how much to bonds. A portfolio heavily weighted to stocks is suitable for those with a decade or more before retirement, say 70 to 90 percent. Yes, these investments can go down significantly in a bear market, but an investor has time to ride out the poor market with a decade or more before retirement. It is important to recognize the relationship between that allocation and your withdrawal rate when determining the stock/bond allocation for those in or near retirement the percentage of your nest egg you invest each year. While a withdrawal rate of 4 percent is a general rule of thumb, it does not guarantee that you will never run out of money.

Step 3: Assess the Stock Allocation

You would want a good mix of stocks and there can be several ways to attain this outcome. It is very important to evaluate the stock allocation as it will determine many important things. You will get to know whether your international exposure is limited to almost exclusively some countries or this may not be obvious at first. Or you will also get to determine why such a heavy emphasis is given on small and mid-cap companies?

Step 4: Analyze the Bond Allocation

The bonds are structured to provide a portfolio with stability. The trick will be a quick allocation to a Vanguard total bond fund, or even a fund limited to U.S. government bonds. High yield funds also are known as junk bonds invest in corporate bonds provided by companies whose credit rating has slipped below investment grade. In some cases, those funds can be a perfectly fine investment.

Step 5: Analyze the Specific Funds

Now we are turning to the special funds. We’re checking at two things here. First, are the funds properly managed or are the funds indexed? We want to understand the purpose of selecting such a fund over an index fund for the actively managed funding. Secondly, we are checking into the prices. Certain questions may arise like why do you have 14 funds along with 3 individual stocks? Or three to six funds could be more than enough. You must keep in mind that the objectives or goals are an assortment necessarily.

What Does an Invesment Performance Mean?

The investment performance is the return on a portfolio of investments. The portfolio of investments can contain one asset or multiple assets. The output of the investment is calculated over a given period and in a particular currency. Investors must make a distinction between different types of returns. One is the difference between total return and price return, where the former takes income including interest and dividends into account, whereas the latter only takes capital appreciation into account.

Another difference lies between gross and net returns. The investor’s pure net return is the return encompassing of all fees, expenses, and taxes, while the pure gross return is the return before all fees, expenses, and taxes. Consequently, gross returns are higher than net returns. For instance, if one wants to calculate an investment manager’s ability to add value, then the net return of transaction expenses, but the total of all other fees, expenditures, and taxes is a better metric to look at as fees, expenses, and taxes other than transaction expenditures are often outside the investment manager’s control.

Another major difference is between the cash-weighted return and the time-weighted return. The former is suitable if the manager determines the timing of portfolio intakes or outflows. The last one is appropriate where the manager is not accountable for the timing of cash inflows from the portfolio and cash outflows

Conclusion

Trustworthy investment reporting remains the most valuable tool for transmitting the details on investment. Whether you are using this information as an investor or as a financial professional, that can be the most damaging thing you do not know. In today’s dynamic investment environment, a set of guidelines is required to accelerate the next phase of investment reporting.

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