Investment Reporting Study Resources

Learning how to analyze and communicate investment performance takes more than reading textbooks. Our study materials walk you through practical scenarios drawn from years of working with Canadian portfolio managers and financial advisors who needed clearer ways to present complex data.

Resource Library

What You'll Find Here

Performance Attribution Frameworks

These guides break down how returns get allocated across asset classes. We cover both arithmetic and geometric methods, with examples from actual quarterly reports we've prepared for mid-sized investment firms in Ontario.

Benchmark Comparison Templates

Choosing the right benchmark matters. Our materials show you how to match portfolio strategies with appropriate indices, plus common mistakes we've seen advisors make when presenting relative performance to clients.

Risk Measurement Techniques

Standard deviation and Sharpe ratios are just starting points. These resources dig into drawdown analysis, volatility clustering, and tail risk—concepts that become critical during market stress periods like we saw in early 2025.

Regulatory Reporting Standards

Canadian disclosure requirements keep evolving. We maintain current materials on CRM2 compliance, MFDA guidelines, and IIROC standards so you understand what legally needs to appear in client-facing documents.

Client Communication Samples

Technical accuracy means nothing if clients can't understand it. These examples demonstrate how to translate portfolio analytics into plain language without oversimplifying important nuances.

Data Visualization Principles

Charts can clarify or confuse. Our materials explore effective ways to display time-series returns, sector allocations, and rolling correlations—based on feedback from advisors about what actually resonates with their clients.

Investment analysis workspace with financial charts and reporting documents

Practical Walkthroughs That Stick

Reading theory is one thing. Working through real reporting challenges is different. Our interactive materials let you apply concepts to actual scenarios—messy data, conflicting benchmarks, clients asking tough questions about underperformance.

  • Step-by-step portfolio attribution calculations with downloadable spreadsheets
  • Case studies from Canadian equity, fixed income, and balanced portfolios
  • Decision trees for selecting appropriate performance metrics
  • Common error analysis showing where reporting mistakes typically happen
  • Sample client conversations addressing performance concerns
  • Regulatory checklist templates for quarterly and annual reports

Learn From Practitioners

Our contributors have spent years preparing investment reports for Canadian wealth management firms. They share what works, what doesn't, and why certain approaches resonate with both regulators and clients.

Leif Sorenson

Leif Sorenson

Performance Analytics

Leif worked with institutional investors for twelve years before focusing on advisor education. He specializes in attribution analysis and explaining complex return drivers in straightforward terms that financial planning clients actually understand.

Katarzyna Novak

Katarzyna Novak

Risk Reporting

After a decade in portfolio risk management across Toronto and Vancouver, Katarzyna now develops educational materials that bridge the gap between quantitative risk models and practical client communication. Her focus is making volatility metrics meaningful.

Start Building Your Reporting Skills

Whether you're preparing for a career in wealth management or looking to strengthen your understanding of how investment performance gets measured and communicated, these materials offer a practical foundation. Our next cohort begins in February 2026.

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