Trends in Investment Reporting and Challenges in Performance Reporting to Private Wealth Clients

Enterprising Investor

English - February 08, 2012 13:00 - 9.68 MB - ★★★★ - 50 ratings
Investing Business News Business News cfa business cfacharter cfainstitute cfalevel1 finance financial investing news Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Selecting and Implementing a Fixed-Income Attribution System

Next Episode: New Tool for Bond Managers: Leveraging on Equity Market Analysis to Outperform?

In episode #138, James M. Edmonds, CFA, sheds light on the intricacies and challenges of performance reporting for high-net-worth investors and financial advisers.