Building Blocks of Investment Reporting & Portfolio Management
Webinar Date: April 25, 2019

The quantity of data and corresponding reports you receive is overwhelming, yet it is required that management properly utilize these data when leading the institution. It is important that you can understand and explain the investment reports you receive, as well as knowing what reports you should be reviewing each month.

LEARNING OBJECTIVES/SESSION TAKEAWAYS:

  • Understand the value of selected investment reports
  • Recognize reports you may not be receiving
  • Learn how to utilitze these reports for stronger managment

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