What type of reporting and statements do I have access to? : ImpactAssets

What type of reporting and statements do I have access to? Print

Modified on: Thu, Sep 19, 2024 at 6:39 PM

Clients and advisors listed on the account will have access to our quarterly performance reports that include both financial and impact performance for model impact portfolios and thematic impact funds. This is available in the DonorWeb client portal on the Investment Reporting page.

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What type of reporting and statements do I have access to? Print

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