Investment Performance Reporting for Financial Advisors: What to Include
Learn what an investment performance report should include, from cash flows and benchmarks to risk context, methodology, advisor narrative, and next steps.
Genesis Risk Monitor Blog
Insights on portfolio risk management, market analytics, and product workflows.
Investment Proposal Template for Financial Advisors: Structure and Checklist
Use this investment proposal template to structure portfolio findings, model comparisons, risks, fees, disclosures, and next steps for advisor meetings.
What Is a Model Portfolio? A Practical Guide for Financial Advisors
Learn what a model portfolio is and how financial advisors use target weights, benchmarks, rebalancing assumptions, risk analysis, and client comparisons.
Portfolio Risk Metrics for Financial Advisors: 10 Measures Explained
A practical glossary of 10 portfolio risk metrics for financial advisors, including concentration, drawdown, beta, VaR, Expected Shortfall, correlation, tracking error, and factor exposure.
Why Editable Investment Proposals Matter for Financial Advisors
Learn why editable investment proposals give financial advisors more control over commentary, structure, disclosures, branding, and client-specific customization than fixed reports.
Best Client Proposal Software for Financial Advisors in 2026
Compare leading client proposal software for financial advisors across portfolio analysis, proposal customization, editable exports, workflow depth, and advisor use cases.