Shareholder Reporting

American Century Investments

Outsourcing portfolio commentary to a seasoned pro.

When American Century decided to outsource its portfolio commentary, it looked for someone who had a strong track record writing regulatory shareholder reports. Impressed by Eve’s skill and experience, the head of financial writing offered Eve an ongoing role working on the firm’s value equity funds, including retail, institutional, and sub-advised portfolios. Eve reviews performance attribution and works directly with the portfolio management teams to write both quarterly narratives and annual commentary.

“[Eve] has become an integral part of our financial writing function. She absorbs and analyzes information quickly … Eve’s delivery of high-quality work – always on schedule – ensures we fulfill our commitments to clients and meet our regulatory deadlines. She gets outstanding marks from everyone here at American Century and I recommend her without reservation.”

Anastasia Rock
Vice President, Client Communications
American Century Investments

Goldman Sachs Asset Management

Putting best practices to work.

Seeking a fresh perspective, Goldman Sachs Asset Management (GSAM) asked Eve to work with some of its portfolio management teams to craft commentaries that would more easily receive legal approval. One of the reasons GSAM turned to Eve was her experience with the portfolio commentary process at other financial firms and mutual fund companies. The head of marketing wanted Eve to bring her knowledge of the industry’s best practices to the initiative. After her success with some of the firm’s quantitative equity portfolios, GSAM expanded Eve’s role to include more of its mutual funds, including some of its bond funds.

Prudential Investments

Expanding a well-established relationship

On the strength of her long-term success writing articles for Prudential International Investments, Eve was asked to work in support of the fixed income team on shareholder reports for Prudential Investments’ mutual funds and separate accounts division. Her diligence and reliability also made her the obvious choice for writing year-end commentary for Prudential’s advanced series trust portfolios. In the space of a week, Eve produces nearly 25 commentaries, helping the division meet its aggressive deadlines.

“Eve’s industry knowledge and depth of experience gives our management team peace of mind that she can step in without missing a beat. She has a knack for narrative and fits easily on our team.”

Carl Ehnis
Director, Communications
Prudential Investments LLC