Build Reports that Matter: 4 Tips to Tell Your Investing Story

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Presented by

Matt Jankowski and Francesca Campo

About this talk

Investment reporting is critical, but it’s not enough to put data on a page. To get buy-in from clients and internal stakeholder, your reports must tell a clear and compelling story. Designing reports that tell your investment’s story can come with some pain points, whether it’s formatting, customization, or inconsistent data, we have tips to help you overcome these challenges. Learn how to elevate your investment reports with straightforward best practices that you can implement right away. Here’s what we’ll cover: - Learn design basics that engage and excite - Discover tips to build reports that stakeholders will actually read - Review strategies to make the report building process less daunting - Watch us take a report from boring to compelling Webinar Speakers: - Matt Jankowski, Design Lead, Morningstar, Inc. - Francesca Campo, Customer Success Manager, Morningstar, Inc.
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