Creative Commons

As part of my Consulting Project for the MSc in Management at the International Hellenic University I collaborated with HellasFin Investment Services S.A. in order to create a report that can be utilized by the company to improve the services provided to current clients and attract new ones. The scope of this Consulting Project is to create a basis on which a portfolio report-review can be created. This report will be used by the company as a way to retain current clients satisfied and informed, while at the same time utilize it to find new future investors. The report will be referring to a specific time period and indicate the performance of an existing portfolio. The final result will be based on theoretical analysis and tracking of the portfolio’s performance through important ratios and performance indicators. The overall objective of the project is to conduct proper research around portfolio reporting to clients and construct a report that can act as a reference tool for the employees of the company. In particular, the goal is to present the basics of investment reporting and identify difficulties that might occur for the portfolio managers and clients. Moreover, emphasis will be put on how the company but also the clients can benefit from a well-constructed report-review and where should, both parties, pay extra attention. As a basis to work on, one of the company’s available portfolios has been chosen, the “USA Stocks” portfolio. This portfolio is consisted of solely stocks existing in the US stock exchange and its main target is capital growth. Besides the conducted analysis and the theoretical content, there will be created a report-review that presents in summary the performance of the portfolio. The target is to construct basically two types of reports. One that will exhibit a more in depth analysis of a bigger time period and one that will refer to people that have very limited knowledge of the financial sector and includes data of a smaller time period. The idea behind the report, besides the usefulness in terms of performance evaluation, is that it can be used as a sample on which the company’s different portfolios can suit. Keywords: portfolio report, performance evaluation, ratios, improving services, client satisfaction