Aurora Borealis
2 November 2011 Multimedia

Best Practices in Investment Reporting

  1. Stefan J. Illmer

This presentation covers best practices to address investment reporting to existing clients in order to improve the quality of the process, increase transparency, and facilitate a common understanding between the portfolio manager and client.

We’re using cookies, but you can turn them off in Privacy Settings.  Otherwise, you are agreeing to our use of cookies.  Accepting cookies does not mean that we are collecting personal data. Learn more in our Privacy Policy.