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Morningstar’s Guide to Investment Reporting

Investment reporting has transformed since the financial crisis, when inaccurate, inconsistent, and misleading reporting enabled some firms to hide poor performance, high risk, and poor value for money from their investors. The resulting regulatory and media scrutiny, and drive towards global best practice, has put the squeeze on asset managers.

In this report, you will learn:
  • The importance of reporting
  • The users and creators of investment reporting
  • The impact of regulation
  • The elements that should go in a report
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