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Below you'll find a list of all posts that have been tagged as “investment”

20 data points to include in your monthly portfolio performance report

Your firm has established a fund, raised money to acquire and operate a portfolio of renewable assets.  You want to provide your investors monthly performance reports on the health of 1 or more portfolios. Not sure what data to include in your report? This article addresses two questions: 1: What data should you provide in your investor report? 2: How …

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