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Morningstar's Guide to Investment Reporting

New trends in investor preferences are putting pressure on managers to reconsider their investment approach and use new data to reevaluate their reporting benchmarks. In this guide, we will introduce investment reporting by outlining the importance of performance reporting, the users and creators of investment reporting, and the impact of regulation.

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Morningstar's Guide to Investment Reporting

In this guide, you will learn:

  • Why Investment Reporting?
  • Performance Measurement and Presentation
  • The Preparers and the Users
  • Inadequate Investment Reporting Examples

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