Investing

The Hallmarks of Performance Reporting

The Hallmarks of Performance Reporting

Investment performance is a challenge to report well, but there are some basics that I think should be standard across the entire industry. Unfortunately, that's not the case. Every time a new client comes on board, I get to review statements from other investment advisors and sometimes I can't believe how little information they actually provide. Here are my thoughts on the key data any investment summary should provide.