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Segregated Accounts - Performance Reporting
CrystalCrain
Posts: 2 ✭✭
Any organizations using a program like Morningstar or Black Diamond to produce performance reporting of their investment pools or segregated accounts? If not, how is your organization preparing investment performance reports?
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Hi @CrystalCrain!
This question was from awhile back; just moving it back to the top of the list in case anyone else has the same question or would like to share their experience! I also am linking another discussion about tracking investments in case that is any help!