Design Considerations for Performance Presentations

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Performance presentations and their content are vitally important to each stakeholder in the investment management relationship and responsibility. Stakeholders include the investment management firm and its personnel, existing clients, prospective clients and their intermediaries (such as institutional investment consultants and statistical vendors of portfolio/strategy performance, profiles, and peer rankings), as well as regulators where applicable. Performance presentations need to be clear and informative. The purpose of this article is to examine critical design aspects of performance presentations.

Timothy P. Ryan, CIPM, FRM, Hartford

Performance presentations and their content are vitally important to each stakeholder in the investment management relationship and responsibility. Stakeholders include the investment management firm and its personnel, existing clients, prospective clients and their intermediaries (such as institutional investment consultants and statistical vendors of portfolio/strategy performance, profiles, and peer rankings), as well as regulators where applicable. Performance presentations need to be clear and informative. The purpose of this article is to examine critical design aspects of performance presentations.

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