Performance Reporting: Improving Efficiencies and Delivering Scalable Processes

Presented by

Ben Johnson, Maggie Carlson and Peter Kalembasa

About this talk

Performance Reporting is key to your due diligence processes, and being able to quickly and easily analyze the data that is important to you can make all the difference. In this discussion, we will explore how a few simple steps can help save time, scale your workflows and improve efficiencies for you and your teams. Webinar Speakers: - Ben Johnson, Head of Client Solutions, Asset Management - Maggie Carlson, Vice President, Business Development, Morningstar Direct - Peter Kalembasa, Senior Customer Success Manager, Morningstar Direct

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