Segregated Accounts - Performance Reporting

CrystalCrainCrystalCrain Posts: 2
Conversation Starter Certified Public Accountant U.S.A. CSuite
edited January 19 in Finance & Operations

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?

KaraAdamsGrettaKraus
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