Portfolio Review: Understanding Key Reports & Analyses

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It’s typical for insurance companies and government risk pools to receive a quarterly report from their investment manager and/or investment consultant with various charts and analyses reviewing the investment portfolio.

Given the vast amount of data that can be provided, it is easy for Boards and Committees to become inundated with information.

Understanding these key reports will maximize the benefits of the portfolio review process; providing a clearer picture of the investment portfolio’s structure, overall strengths and potential issues.


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