Trends in Investment Reporting and Challenges in Performance Reporting to Private Wealth Clients
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.
don't worry if you don't have an account with us, we'll create one
[{"meta":{"author":"Enterprising Investor","authorlink":""},"src":"http:\/\/traffic.libsyn.com\/take15audio\/CFA_Institute_T15_138.mp3?dest-id=212842","thumb":{"src":"https:\/\/lystnimg.b-cdn.net\/podcastsnw-202109\/f52166-559d-29c3-c7b706_800.jpg"},"title":"Trends in Investment Reporting and Challenges in Performance Reporting to Private Wealth Clients","link":"javascript:;","id":"item-74875"}]
