The Power of Investment Management Technology in Reporting & Stakeholder Relations


In real estate, fund and asset managers play a role in ensuring smooth operations and maximising ROI for stakeholders. Efficient reporting mechanisms are important in this industry as they bridge the gap between managers and investors. They provide transparency and trust while revolutionising the way reports are generated and shared. Investment management technology is essential to enhancing processes and streamlining reporting.

Tailored Reports for Informed Decision-Making

The Power of Investment Management Technology in Reporting and Stakeholder Relations

Every investor has unique preferences and priorities when it comes to reporting. Some may be focused on financial metrics, while others may place greater emphasis on KPIs (Key Performance Indicators), operational efficiencies or market trends. But this can lead to manual, time-consuming reporting processes that are prone to errors. End-to-end investment management technology can streamline this process. It allows fund and asset managers to provide reports and dashboards tailored to the specific requirements of their stakeholders.

This level of personalisation is invaluable as it ensures that investors receive the information that is most relevant to their interests and investment goals. For example, one investor might desire detailed financial metrics, while another might need performance data. By catering to these specific needs, fund and asset managers demonstrate a keen understanding of their investor’s requirements and strengthen the value of their reports. With technology, managers can feel more assured about the data that they are presenting. In turn, increasing stakeholders’ confidence in making more informed investment management decisions that help to enhance assets.

From Excel Sheets to Seamless Automation

Historically, investor reports have been generated using Excel spreadsheets, which as highlighted, is a process that is time-consuming and prone to errors. The manual nature of Excel-based reporting leaves room for misinterpretation and delays. It can lead to concerns and doubts among stakeholders within an industry where time is of the essence.

Technology-driven systems can alleviate these concerns. Based on McKinsey’s analysis of leading asset managers, technology can improve efficiency and operational performance by as much as 30%. The automation capabilities of technology help to eliminate the risk of human error, guaranteeing data integrity and consistency across all reports. This shift liberates valuable time and resources for fund and asset managers, helping them address homeowners’ current/future needs and allowing them to focus on strategic decision-making and portfolio optimisation. Furthermore, the ability to generate reports effortlessly accelerates the reporting process, offering managers greater agility to respond to emerging market trends and opportunities. 

Timeliness: A Key Ingredient in Trust Building 

Late reports can be detrimental to investor relations. When reports are delayed, stakeholders may question the transparency and integrity of the investment management team. They might wonder if critical information is being withheld or if unforeseen challenges have arisen. This doubt can erode trust and deter investors from further involvement.

Timely reporting shows your investors that the investment management team is organised, professional and committed to transparency. It can also demonstrate respect for stakeholders’ time and display commitment to their interests. Intuitive technology mitigates this risk by offering scheduling capabilities. This allows managers to deliver reports promptly, whether it is on a monthly, quarterly, or ad hoc basis. Thus, strengthening the element of trust within stakeholder relations.

Strengthening Relationships with Flexibility 

Stakeholders often have diverse and evolving needs. Fund and asset managers need to be flexible and help address one-off or new enquiries during the reporting process. Investment management technology plays a pivotal role in facilitating this flexibility. Advanced platforms offer dynamic reporting capabilities, enabling users to swiftly generate ad-hoc analyses and respond to emerging queries in real-time.

Moreover, the ability to accommodate ad-hoc requests underscores a fund and asset manager’s commitment to transparency and responsiveness. It demonstrates a willingness to go above and beyond standard reporting protocols to meet the diverse needs of stakeholders. By embracing flexibility in addressing queries, whether it is on financial metrics or market trends, fund and asset managers not only enhance the quality of their reporting but also cultivate more collaborative relationships with their investors. 

The Significance of Accurate Reporting  

Accurate reporting is the foundation of informed decision-making in real estate. It provides stakeholders with a clear understanding of the performance and potential of their investments. With real-time insights provided by seamless technology, fund and asset managers can effectively share data with their investors, who can then confidently assess opportunities, identify trends and allocate resources strategically.

Furthermore, by harnessing the power of analytics and advanced reporting capabilities, managers can extract meaningful insights from large volumes of information. This data-driven approach enables fund and asset managers to identify market shifts and make informed recommendations to stakeholders. Additionally, with real-time metrics and data, property technology offers financial advisors/investment managers succinct and calculated information to help facilitate scenario analysis and predictive modelling – allowing for more accurate forecasting and risk assessment. This proactive approach to decision-making sets the stage for effective planning and ensures investments are positioned for long-term success.

Building Investor Relations for the Long Haul with Yardi Technology  

In the competitive world of real estate, building and maintaining strong investor relations is crucial. Yardi Investment Manager contributes significantly to this endeavour. It provides a single source of truth for investor and investment information that eliminates the need for disparate systems and manual data transfers. Managers are empowered to give their investors timely access to portfolio and property metrics. Investment Manager also automates the subscription agreement process, making publishing reports and other documents easy through an online investor portal.

As Richard Gerritsen, senior director for Yardi, stated, “A streamlined investment management platform fosters heightened transparency and enhances communication pathways between investors and asset owners.” And goes on to note, “Property technologies of this nature are imperative for organisations who wish to deploy effective tools that bolster investor trust, guarantee transparency and optimise operations.”

Investment Manager helps streamline the process of presenting/reporting KPIs by automating data gathering, calculations and manual verification. However, it is worth noting, to understand the underlying reasons for any increase or decrease in investments requires an analysis of performance. Yardi Performance Manager empowers the investment management team to be more self-reliant in answering the ‘Why?’ questions with an intuitive dashboard view. The end-to-end solution enhances asset performance and equips managers with comprehensive performance insights for informed decision-making, helping to optimise operations to achieve revenue goals.

See how Yardi can help you optimise investments and strengthen your stakeholder relations by booking a demo below.