Education

Performance Reporting

Performance reporting is the process of regularly providing investors with information about the performance of their investments. It allows investors to track the performance of their investments over time and to evaluate the effectiveness of their investment strategy. It also helps investors to comply with regulatory requirements and to communicate with other stakeholders.

Performance reporting can take different forms, depending on the type of investment and the needs of the investor. One common form of performance reporting is a graphic chart, which displays the performance of the investment over time using a line or bar chart. This format allows investors to quickly and easily visualize the performance of their investment over a specific period of time, such as a year or a quarter.

Another common form of performance reporting is a grid-style report, which presents data in a tabular format. This format allows investors to see the specific details of the performance of their investments, such as the returns generated by each investment, the number of shares held, and the cost basis. It's more detailed and allows investors to have a more granular view of the data.

Performance reports can also be presented on different time periods such as Year-over-Year (YOY) or Month-over-Month (MOM) comparisons. YOY comparisons show how the investment performed over the past year in comparison to the previous year. MOM comparisons show how the investment performed over the past month in comparison to the previous month. These time period comparisons allow investors to see trends and patterns in the performance of their investments over time.

The choice of the report format depends on the type of investment and the needs of the investor. For example, a line chart may be useful for tracking the performance of a stock, while a grid-style report may be more useful for tracking the performance of a bond portfolio. YOY comparisons can help to identify long-term trends, while MOM comparisons can help to identify short-term fluctuations.

In summary, performance reporting is the process of regularly providing investors with information about the performance of their investments. It can take different forms, such as graphic charts or grid-style reports, and can be presented on different time periods, such as Year-over-Year or Month-over-Month comparisons. The choice of report format and time period comparison depends on the type of investment and the needs of the investor and allows investors to make informed decisions about their portfolio and to comply with regulatory requirements.

Other Reporting

Different types of performance reporting include

• Status report- Provides information on the current state of a project throughout the completion process.

• Progress report- Includes all the work completed on the project since the last report.

• Trend report- Shows the direction of the project and how it is progressing.

• Variance report- Compares the actual performance of the project to the planned performance.

• Forecasting report- States what is expected to happen on a project, predicting future performance and expected status of the project in various parameters.

• Earned value report- Measures the progress of the project by comparing the actual work completed to the planned work.