Investment analysis reports are critical for making informed decisions when investing money. A good analysis report clearly communicates key information like investment objectives, financial projections, risk assessments, conclusions and recommendations. GitHub is a great platform to find simple report templates and samples as reference. This article will provide key elements to include in an investment analysis report and recommend sample PDF templates available on GitHub that demonstrate best practices.
Executive summary condensing key findings and recommendations
A strong investment analysis report starts with an executive summary at the beginning to highlight key findings and actionable recommendations from the full analysis. This section concisely conveys vital information to busy decision makers who may not have time to read the full report. The executive summary should be 1-2 pages summarizing investment goals, financial projections, risks, conclusions and suggestions in a clear, compelling way.
Introduction explaining purpose and scope of analysis
The introduction provides background on the purpose and scope of the investment analysis. It gives context for readers on the goals of the analysis and what key questions or issues it aims to address. The introduction sets the stage for the detailed analysis to follow by framing the overall objectives and boundaries of the report.
Financial analysis with projections of returns and risks
At the core of the report is the financial analysis, which often includes projected returns, cash flows, financial ratios, growth rates, sensitivity analysis and risk assessments. Detailed financial models and forecasts should provide transparent calculations to back up the analysis. Discussion of financial projections and risk factors will inform conclusions and recommendations.
Conclusions weighing pros/cons and summarizing position
The conclusions section highlights the key pros and cons revealed through analysis of the investment opportunity. It sums up the overall position on whether the investment is recommended after weighing all the evidence. The conclusions tie back directly to the original goals and questions framed in the introduction to bring the analysis full circle.
Recommendations on actions to take based on findings
The final recommendations section suggests specific actions to take based on the conclusions and financial analysis. This section is action-oriented, giving decision makers clear direction on next steps to implement the recommendations. Example actions could include funding a project, changing allocation percentages, or passing on an investment given unacceptable risks.
GitHub contains simple report templates that provide great examples of how to structure a professional investment analysis report covering elements like executive summary, introduction, financial analysis, conclusions and recommendations. Leveraging GitHub sample PDFs can help create high-quality reports to inform investment decisions.