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5 Steps for Great Year-End Reporting Guide

For the investment industry, the new year isn’t just time to head back to the gym—it’s time for year-end reporting. Morningstar’s Ben Johnson has read a lot of reports, from boring and bland to clear and colorful, and in our new guide he shares a handful traits that separate the best from the rest.  

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What’s Inside:

  • Why data storytelling is important 
  • The keys to clarity
  • The link between automation and personalisation
  • The role of risk—and ESG risk—in reporting 

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