spot_img

The Building Blocks of Investment Reporting

Date:

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:

Popular

More like this
Related

ALM First Announces New Dates & Locations for Fall M&A Master Sessions

Dallas, TX – ALM First has expanded its M&A Master...

The CEO Evaluation and Performance Review

One of the most important responsibilities of any credit...

United Federal Credit Union Names Will Schirmer Chief Human Resources Officer

JOSEPH, Mich. –United Federal Credit Union has named Will...

Rebecca White Joins Texas Trust as Vice President of HR

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