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 Image You may also like Image A Snapshot of Private Markets with an IHS Markit Director Image iXBRL for Funds and Variable Contracts: What to Know Image Workiva for Investment Reporting
