Mutual Fund Shareholder Report Writing

Writing the manager commentary for mutual fund shareholder reports is a labor intensive—yet mandatory—exercise that requires multiple steps, including:

• Scheduling fund manager interviews
• Reviewing attribution reports
• Conducting fund manager interviews
• Writing first drafts
• Incorporating comments and edits from multiple sources
• Copyediting and proofreading
• Legal review

All the while, the clock is ticking as your printer eagerly awaits delivery of the approved files. It’s enough to make your head spin.

Looking for a better way to manage your firm’s mutual fund shareholder reports? Outsource your report writing to Bull’s-eye Communications.

Our team of independent industry veterans has written literally thousands of mutual fund shareholder reports over the past 15 years. Our writers can quickly analyze attribution reports and draw the right conclusions. We interact with fund managers in a courteous, knowledgeable, and professional manner. We conduct interviews with maximum efficiency to ensure you meet your deadlines. And of course, we provide high quality commentary that reflects your firm’s brand and educates your shareholders.

Meet our mutual fund shareholder report-writing team:

Neil Rhein, Account Manager (the guy who makes sure you remain a satisfied client)

Neil founded Bull's-eye Communications in 2005 to serve the unique communications needs of asset managers and financial services companies. Previously, Neil was editor of Fidelity Investor’s Quarterly Magazine and Fidelity Outlook Magazine. He earned his Series 7 and Series 8 securities licenses and worked in marketing communications and client support positions at Fidelity, Smith Barney, and Dean Witter. Neil earned a BA in Communications from the University of Massachusetts at Amherst and a Master's degree in business communications and public relations from Emerson College. When he’s not writing, editing, and managing projects for his clients, Neil enjoys basketball, golf, tennis, and goofing around with his wife and kids.

D. Chris Brown, CFP®, Managing Editor (the guy who oversees the logistics of your mutual fund shareholder reports)

With 20 years of investment industry experience, Chris brings extensive knowledge of the financial markets, including a broad range of equity, fixed-income and alternative investment strategies. Chris began writing and editing mutual fund shareholder reports on a freelance basis in the early 1990s. Previously, he was a senior strategy consultant with Cerulli Associates and the director of research at Financial Research Corporation (FRC), before launching his own advisor research firm. Earlier in his career, Chris was a vice president of marketing communications at Putnam Investments and was the president of his own investment advisory firm. He has been a Certified Financial Planner since 1994. Chris received a B.A. in Philosophy from Geneva College. When he’s not poring over mutual fund shareholder reports, Chris enjoys performing with his rock band, playing tennis, attempting to golf, working out, and hanging out with his family.

Jonathan Evans, Mutual Fund Shareholder Report Writer (one of the guys who interviews managers and writes reports)

Jonathan has been writing mutual fund shareholder reports since 1997, covering equity, fixed income, sector, absolute return, and funds of funds. Jonathan interacts well with prominent portfolio managers and is skilled at reading attribution reports. He’s adept at getting at the real story behind why a fund outperformed or underperformed its benchmark. He earned a B.A. in philosophy from Franklin & Marshall College and an M.A. in philosophy from the University of Massachusetts at Amherst. A true market geek, Jonathan reads extensively about the financial markets in his free time. He also treads the boards with Amherst, MA-based Valley Light Opera and other community theater groups.