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How to Create Instantly Understandable Investment Reports

Make sense of complicated investing strategies and add context to data.

In a recent BNY Mellon survey, 42% of asset manager respondents said they faced difficulties in getting consensus from internal stakeholders.

When done right, investment reporting should streamline the decision-making process for busy investment management teams.

Clear reporting sifts through mountains of data to highlight the most important insights. With the right reports, investment teams can communicate effectively, instill confidence in your investment vision, and move decisively from data to action.

In this practical guide, we outline how to go beyond boring, forgettable reports to tell effective stories with data.

Inside the Guide

  • The building blocks of effective investment reporting.
  • Ways to measure and present performance.
  • Guidelines for more compelling reports.
  • Solutions to data accuracy concerns.

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