Guidance to Effective Investment Reporting

9. Mai 2017, 13:21

Client ReportingPublications

Diese Richtlinien orientieren sich an den Principles for investment Reporting und formulieren Empfehlungen für ein effektives Investment Reporting.

9. Mai 2017, 13:21

Client ReportingPublications

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5. November 2020 https://bmpi.ch/the-purpose-of-investment-reporting-from-the-perspective-of-the-bank-the-advisor-or-the-asset-management/

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When designing new reporting tools, the focus often lies on adjusting the current version. In…