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Bridge over ocean
27 October 2011 Multimedia

Trends in Investment Reporting and Challenges in Performance Reporting to Private Wealth Clients

  1. James M. Edmonds, CFA

This Take 15 interview with James M. Edmonds, CFA, sheds light on the intricacies and challenges of performance reporting for high-net-worth investors and financial advisers...

This Take 15 interview with James M. Edmonds, CFA, sheds light on the intricacies and challenges of performance reporting for high-net-worth investors and financial advisers. Mr. Edmonds also discusses the GIPS standards for firms managing private wealth clients and the appropriate benchmarks.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.