Shareholder Reports and other Investment Updates

Each BICG partner has written and edited hundreds of shareholder reports, quarterly portfolio reviews and other investment updates. We work together as a team, backing each other up during the review process as needed to guarantee seamless coverage through Legal signoff.

We have experience with all the product categories, including the alternatives landscape, and are on top of the financial markets. Just give us the portfolio manager contact info and consider it done. Only have 3 bullets and an attribution report? No problem, we can take it from there.

And we are able to access a network of other expert financial writers, so we can help you scale to meet even the busiest cycle.

We’ve assisted numerous mutual fund complexes with their ongoing work, including DWS, Northern Trust, Pioneer, USAA and Wasatch, to name a few. Contact us for recent writing samples.