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 personalization
- The role of risk—and ESG risk—in reporting