Investment Reporting

Do you need help reporting and communicating back to your council? We’ve got you covered, providing the information you need.

We help Treasurers communicate with elected officials, by offering presentation templates that can be localized, fact sheets written specifically for Council audiences, report templates, performance reports and more.

If you’re new to ONE Investment
Are you just getting started? Do you want to take information about ONE back to your council or investment committee? For example, we provide customizable presentation templates about:

• ONE Investment
• The steps involved in our process
• Important updates and changes to legislation

Contact us for more details.

Reporting on your investment portfolio
For municipalities enrolled with ONE Investment, we provide templates to help you report back on your portfolio – including sample council reports, staff reports and by-law reports. Contact us for more details.

Program investors have on-demand access to your investment balances via our secure investor website. Also, investors receive monthly reports showing the total investment value including income distributed for the period and quarterly performance reports.