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Download the “Better Performance Reporting” Guide 

A practical resource for analysts and managers consumable in 10 minutes or less.

How do you improve your position in the competitive landscape? 

If done right, performance reporting can surface the strengths and weaknesses of an investment strategy and help you take charge of emerging opportunities. Learn how to conduct effective due diligence with this guide of best practices. 

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What’s inside the guide? 

  • Why efficient performance reporting is so important 
  • An overview of how Morningstar products make performance reporting easier 
  • Real-life examples of reporting best practices 
  • Common features of great reports 
  • How to customise your reporting options with Morningstar

Get the Report