Preparing for Performance

Performance reports help you show clients changes in portfolio value and the return on their investment. This section provides information about tasks and decisions that can help you better prepare performance reports. Some tasks are critical to produce a calculation on reports and client presentation pages, while others should be considered for more meaningful performance calculations on reports and client presentations.

This website is for investment professionals only. It is not intended for private investors. Private investors who are interested in our investment services should contact a financial professional.
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