Looking for Freelance Investment Strategist Templates to download? See the main templates that a Freelance Investment Strategist would use in their day-to-day work.
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Freelance Investment Strategist Templates
Contents
Freelance Investment Strategist Templates
There is a huge number of templates that someone in the Freelance Investment Strategist role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Freelance Investment Strategist. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Investment Report
2. Investment Portfolio Tracker
3. Financial Statement Analysis
4. Investment Proposal Template
5. Risk Assessment Spreadsheet
6. Investment Performance Tracker
7. Market Research Report
8. Investment Strategy Presentation
9. Client Investment Summary
10. Investment Due Diligence Checklist
Reports
Reports are often prepared by a Freelance Investment Strategist to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Monthly Investment Performance Report
2. Portfolio Allocation Report
3. Market Research Report
4. Risk Assessment Report
5. Investment Recommendations Report
6. Client Portfolio Summary Report
7. Economic Outlook Report
8. Sector Analysis Report
9. Investment Strategy Report
10. Financial Statement Analysis Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Investment Strategist does and how they do it.
1. Investment Research SOP
2. Portfolio Management SOP
3. Risk Assessment SOP
4. Asset Allocation SOP
5. Investment Due Diligence SOP
6. Performance Reporting SOP
7. Client Communication SOP
8. Market Analysis SOP
9. Investment Policy Statement SOP
10. Compliance and Regulatory SOP
Presentations
Freelance Investment Strategist presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Investment Performance Review
2. Market Analysis and Outlook
3. Portfolio Allocation and Risk Assessment
4. Investment Recommendations and Strategies
5. Client Portfolio Review and Update
Legal Docs
There are several key times when a Freelance Investment Strategist needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Investment Advisory Agreement
2. Non-Disclosure Agreement
3. Client Engagement Letter
4. Investment Policy Statement
5. Risk Disclosure Statement
Health & Safety Templates
Health & Safety templates for a Freelance Investment Strategist ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template
Calendars
Setting up Freelance Investment Strategist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Investment Calendar
2. Economic Events Calendar
3. Earnings Release Calendar
4. Market Holidays Calendar
5. Client Meeting Calendar
Invoice Templates
Several types of Freelance Investment Strategist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Client Services Invoice
2. Investment Advisory Invoice
3. Research and Analysis Invoice
4. Performance Reporting Invoice
5. Consulting Services Invoice
Survey Templates
For a Freelance Investment Strategist to get insights related to the work they do, they need to send out Freelance Investment Strategist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Market Sentiment Survey
2. Investor Risk Appetite Survey
3. Economic Outlook Survey
4. Investment Product Satisfaction Survey
5. Client Feedback Survey
Meeting Agendas
Having premade Freelance Investment Strategist meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Investment Performance Review
2. Portfolio Allocation Strategy Meeting
3. Market Research and Analysis Discussion
4. Client Portfolio Review
5. Investment Committee Meeting
Budget Templates
To manage finances well, a Freelance Investment Strategist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income and Expense Tracker
2. Monthly Budget Planner
3. Savings and Investment Tracker
4. Debt Repayment Plan
5. Financial Goals Tracker
Dashboards
Dashboards are a useful way for a Freelance Investment Strategist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Portfolio Performance Dashboard
2. Market Analysis Dashboard
3. Risk Assessment Dashboard
4. Client Engagement Dashboard
5. Financial Reporting Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Investment Strategist needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Investment Analysis Proposal
2. Portfolio Optimization Proposal
3. Risk Management Strategy Proposal
4. Market Research and Forecasting Proposal
5. Investment Recommendation Proposal
Get Your Template Made
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