Investment Management:
Performance Reporting
Performance reports give investors and their advisers the information they need to make well-informed decisions about whether funds' risk/reward relationships are appropriate to their specific needs.
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CIPM Program The Certificate in Investment Performance Measurement (CIPM) program trains highly qualified, ethically grounded performance professionals |
The best performance reports give up-to-date information about fund performance in a consistent, accessible, and understandable manner. Annual and interim financial statements of investment funds should include statements, such as net assets, operations, investment portfolio, summaries of portfolio investments, cash flows or statement of changes in net assets, financial highlights and explanatory notes, and auditor reports on annual financial statements.
More guidance on performance reporting can be found in our:
- Comprehensive Business Reporting Model: Financial Reporting for Investors
- Global Investment Performance Standards