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?
2
Answers
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!