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 ...

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, ...

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 ...

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 ...

Microsoft Advertising is reportedly testing a new reporting template design, which is refreshed and looks new to look at. The new design is under the reporting and then templates section of the ...

Since mid-2023, banks in the Philippines have been operating under BSP’s FRP v15, a major shift toward API-based regulatory reporting. The transition replaces manual submissions with an XML-based ...

The RMS data collection report template can be adapted to operation’s needs and shared with the survey partner as part of the Terms of Reference. The data collection report is prepared by the survey ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation 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 ...