Our Investment Funds Team reviews new templates from the Institutional Limited Partners Association (ILPA) for the private funds and private equity industries. The templates are an industry-driven, ...

Investment reporting is the process of creating and distributing detailed analyses of investment portfolios. These reports cover performance, asset composition, and investment strategies, and provide ...

Run customized, strategy-aligned investment report templates anytime, anywhere with Report Portal. This paid addition to Morningstar Direct helps you build your brand, generate business, and expand ...

RBI’s Element-Based Reporting (EBR) represents a major shift from template-based submissions to a data-centric model focused on granular data elements. Banks must create a unified platform that ...

The G-20 Data Gaps Initiative outlined a number of recommendations for addressing data gaps arising from the recent global crisis. These recommendations were presented in the report of the IMF and ...

On January 22, the Institutional Limited Partners Association (ILPA) released an update to its 2016 Reporting Template and unveiled a new Performance Template. Together, the goal of these documents is ...

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