Investment Manager Templates

Looking for Investment Manager Templates to download? See the main templates that a Investment Manager would use in their day-to-day work.

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Investment Manager Templates

There is a huge number of templates that someone in the Investment Manager 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 Investment Manager. 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 Performance Report
2. Portfolio Analysis Spreadsheet
3. Investment Proposal Template
4. Client Investment Review Document
5. Investment Risk Assessment Spreadsheet
6. Investment Strategy Presentation Template
7. Investment Due Diligence Checklist
8. Investment Policy Statement Template
9. Investment Research Report
10. Investment Portfolio Rebalancing Spreadsheet


Reports are often prepared by a Investment Manager 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. Portfolio Performance Report
2. Asset Allocation Report
3. Investment Income Report
4. Risk Analysis Report
5. Market Research Report
6. Client Portfolio Summary Report
7. Investment Strategy Report
8. Fund Performance Report
9. Economic Outlook Report
10. Investment Compliance Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Investment Manager does and how they do it.

1. Investment Strategy SOP
2. Portfolio Management SOP
3. Risk Assessment SOP
4. Due Diligence SOP
5. Investment Research SOP
6. Asset Allocation SOP
7. Performance Evaluation SOP
8. Compliance and Regulatory SOP
9. Client Communication SOP
10. Investment Reporting SOP


Investment Manager 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 Performance Review
2. Investment Portfolio Analysis
3. Market Trends and Outlook
4. Client Portfolio Update
5. Investment Strategy and Recommendations

Legal Docs

There are several key times when a Investment Manager 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 Agreement Template
2. Non-Disclosure Agreement Template
3. Client Agreement Template
4. Investment Policy Statement Template
5. Compliance Checklist Template

Health & Safety Templates

Health & Safety templates for a Investment Manager 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. Emergency Evacuation Plan Template
4. Health and Safety Training Attendance Template
5. Workplace Inspection Checklist Template


Setting up Investment Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Investment Performance Calendar
2. Client Meeting Schedule Calendar
3. Market Events and News Calendar
4. Investment Portfolio Review Calendar
5. Financial Reporting and Analysis Calendar

Invoice Templates

Several types of Investment Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Client Investment Invoice
2. Portfolio Management Invoice
3. Performance Fee Invoice
4. Advisory Services Invoice
5. Research and Analysis Invoice

Survey Templates

For a Investment Manager to get insights related to the work they do, they need to send out Investment Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Client Satisfaction Survey
2. Market Research Survey
3. Investment Performance Survey
4. Risk Assessment Survey
5. Investor Demographics Survey

Meeting Agendas

Having premade Investment Manager 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. Investment Strategy Meeting
2. Portfolio Review Meeting
3. Client Update Meeting
4. Market Analysis Meeting
5. Team Performance Meeting

Budget Templates

To manage finances well, a Investment Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expense Budget Template
2. Investment Portfolio Budget Template
3. Marketing and Advertising Budget Template
4. Employee Compensation Budget Template
5. Office and Administrative Expenses Budget Template


Dashboards are a useful way for a Investment Manager 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 Management Dashboard
4. Client Relationship Dashboard
5. Investment Strategy Dashboard

Proposal Templates

For bidding or requesting work, a Investment Manager 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 Strategy Proposal
2. Portfolio Optimization Proposal
3. Risk Management Proposal
4. Market Research and Analysis Proposal
5. Investment Performance Evaluation Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Investment Manager templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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