Financial Research Tracking Template

More financial-services templates

Stay ahead in the financial services industry with our Financial Research Tracking template. This project helps you systematically monitor ongoing market trends, economic indicators, and competitor strategies to inform your financial decisions.

By using this template, you can organize and prioritize your research efforts, ensuring you are always updated with critical financial data necessary for strategic planning.

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Financial Research Tracking for Priority Matrix

Financial Research Tracking in Priority Matrix

Track market trends, economic indicators, and competitor analysis for strategic financial decision-making.

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Proposed Tasks

Market Trends

  • Weekly market trend update
    ☐ Update the market trend analysis on a weekly basis
  • Market trend analysis due in 1 week
    ☐ Identify key market trends ☐ Analyze their impact on the business
  • Financial report due in 2 months
    ☐ Compile all the research into a comprehensive financial report

Economic Indicators

  • Monthly economic indicator update
    ☐ Update the economic indicators analysis on a monthly basis
  • Economic indicators analysis due in 2 weeks
    ☐ Research on major economic indicators ☐ Analyze their impact on the financial market
  • Presentation of findings due in 2.5 months
    ☐ Prepare a presentation summarizing the findings from the research

Competitor Analysis

  • Bi-weekly competitor update
    ☐ Update the competitor analysis every two weeks
  • Bi-weekly team meetings
    ☐ Discuss the research findings with the team every two weeks
  • Competitor analysis due in 3 weeks
    ☐ Identify key competitors ☐ Analyze their strategies and performance

Miscellaneous Analysis

  • Quarterly meetings with management
    ☐ Present the research findings to the management every quarter
  • Quarterly miscellaneous analysis update
    ☐ Update the miscellaneous analysis every quarter
  • Miscellaneous analysis due in 1 month
    ☐ Identify other factors affecting the financial market ☐ Analyze their impact on the business