In the wake of the 2008 financial crisis, several cases of
inadequate investment reporting were exposed. In response, the CFA
Institute introduced the
Principles of Effective Investment Reporting (EIR). Rather than prescribing every specific element that should
appear in an investment report, EIR emphasizes the importance of
providing sufficient information to allow the report’s recipient
to understand its content and the reasoning behind the included
data.
Adopted by over 1,000 firms globally, EIR, when combined with GIPS
compliance, offers firms a significant competitive edge in today’s
marketplace. EIR outlines the key statements that must be included
in reports and provides guidance on when these statements should
be applied. Additionally, it includes recommendations for
utilizing third-party assurance to bolster the credibility of the
reports (read more).
In response to the 2008 financial crisis, the
CFA Institute
introduced the
Principles of Effective Investment Reporting
(EIR). EIR ensures your investment reports are clear,
transparent, and credible, providing recipients with
the information they need to understand your data.
With EIR, your firm can deliver reports that inspire
confidence and trust. Let us help you implement EIR
and enhance your reporting standards.
Enhance your investment reporting with EIR —
contact us to learn more.