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Building Blocks of Investment Reporting & Portfolio Management

Building Blocks of Investment Reporting & Portfolio Management

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April 25, 2019 @ 10:30 am - 11:30 am CDT

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:

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

If you have any questions, please contact Madi Wright at 214.451.2399 or mwright@almfirst.com.



April 25, 2019
10:30 am - 11:30 am
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