<p>In episode #138, James M. Edmonds, CFA, sheds light on the intricacies and challenges of performance reporting for high-net-worth investors and financial advisers.</p>

In episode #138, James M. Edmonds, CFA, sheds light on the intricacies and challenges of performance reporting for high-net-worth investors and financial advisers.

Trends in Investment Reporting and Challenges in Performance Reporting to Private Wealth Clients

Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry.  As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.

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Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.

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Trends in Investment Reporting and Challenges in Performance Reporting to Private Wealth Clients

Trends in Investment Reporting and Challenges in Performance Reporting to Private Wealth Clients

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