Communicating The Realities of Your Investment Report
Governments produce investment reports for internal and external audiences, but the story told by the investment report can be misleading if looking at the numbers alone. This session will discuss best practices in developing investment reports as well as how to convey nuances, such as realized and unrealized gains, in their proper context.
Speakers
Senior Director, Public Trust Advisors
Finance Director, Town of Bow, New Hampshire
Senior Portfolio Strategist, Chandler Asset Management
Chief Deputy Treasurer, Marion County Treasurer's Office, Indiana