Understanding your investment report is essential to making informed decisions and confidently communicating results to your governing board. This educational webinar is designed specifically for public agency finance professionals. Presenters Alaynè Marie Sampson, CTP, Portfolio Strategy Manager, and Scott Stitcher, CFA, CMFC, Senior Portfolio Strategist, break down the key components of an investment report and explain what the numbers really mean. Moderated by Kara Hooks, CTP, Portfolio Strategist.
In this webinar you’ll learn how to:
- Interpret key performance and portfolio metrics to evaluate investment results.
- Identify the insights and trends that matter most for reporting to management and governing boards.
Whether you’re new to reporting in the public sector or looking to shore up your knowledge, this webinar will help you read your investment report with greater confidence and clarity.