The Elements and Scoring of Investment Reporting


Author: Timothy P. Ryan

Portfolios, and the management of them, have been described as being an intangible product until their results have been measured and their form and structure have been clarified. With so much dependent upon this knowledge transfer, investment reporting, via its many avenues, is woefully lacking a feedback mechanism to ensure the knowledge has been properly received, interpreted, and meets, let alone exceeds, client needs. This article dares to enter that breach and provide that guiding and flexible framework in terms of investment reporting's elements and scoring.

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