The Building Blocks of Investment Reporting


Timely and accurate management reporting is key to a successful investment management process. There are four reports that are critical to a manager’s success and should be produced periodically: a Portfolio Holdings report, an MDRA or Multi-Dimensional Risk Analysis report, a Partial or Key Rate Duration report, and an Ex-Post Total Return report. Each of these…

This content is for CU BUSINESS eMagazine , Special Deal: 2 websites , and NEW! The Leadership Team Builder Group Subscription members only.
Log In Register

Share post:



More like this

Rebecca White Joins Texas Trust as Vice President of HR

ARLINGTON, Texas – June 6, 2022 – Strengthening and...

There’s more to overdraft reform than just fees

The great overdraft debate has focused on fees. And...

Rising Inflation Impacting Non-Prime Borrowers Most, Though Many Consumers Proving to be Resilient under Challenging Circumstances

New TransUnion study explores consumer resiliency amid rising inflation Chicago,...