Author Workiva Length 15 pages Key Takeaways Chief compliance officers are under pressure to improve efficiency and reduce cost for the investment prospectus, shareholder reports, and fund books Incorporating new technology will increase efficiency in investment reporting while maintaining data accuracy This checklist highlights the key characteristics of a reporting platform capable of handling the complexities of mutual fund reporting You may also like The New Process for Proxy Statements: SEC Pros Share Their Tips Finding Efficiencies in Investment Fund Reporting The Short Squeeze: The Fund Disclosures to Review Right Now
