CPD Courses

Narrative Reporting

Online Course Panthera Solutions Sarl

About the CPD course

Regulators modify their approach to supervision. Instead of large amounts of data points, they request professional investor to connect those points to narratives. This enables regulators to run plausibility checks. Narrative reporting not only enables investors to comply with regulation, but also to utilize the regulatory pressure for producing better investment decisions. Narrative reporting strengthens the comparative advantage of an investor through first principle thinking, investment narrative assessment and a causal understanding of capital markets. Participants will learn about best practices in narrative reporting and how to use them in their own area of responsibility.

CPD Provider

Panthera Solutions Sarl

Panthera Solutions Sarl

Panthera Solutions Sarl

Panthera Solutions Sarl is an Applied Behavioural Finance specialist, based in the Principality of Monaco. Our Intuitive Behavioural Design solutions empower asset managers and asset owners to significantly, lastingly and measurably improve their investment decision quality. We inclusively facilitate directed change in the customised form of training, coaching, consulting and Behaviour-Tech solutions. Our assignments (EUR 100+ billion AuC) and academic publications have proven us to be innovation leaders in Europe. Our most recent launch, the Panthera Tree, is a unique Behaviour-Tech solution that facilitates most evidence-based investment decisions for professional investors to strengthen their competitive edge.

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