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Bridge over ocean
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.

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.

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