5 Steps to Create a First-Class End-of-Year Report
For the financial services industry, the new year isn’t just about resolutions—it’s also the time for year-end reporting. Morningstar’s Ben Johnson has read a lot of reports, from boring and bland to clear and colourful. In this paper, Ben shares a handful of traits that separate the best from the rest, from using AI responsibly to articulating ESG risks.
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In this Guide to Year-End Reporting, you'll learn:
- Why it's important to tell a compelling story using high-quality data
- The keys to creating an end-of-year report with a clear narrative
- The link between automation and personalisation
- The role of risk—and ESG risk—in reporting
- When and how to use AI in your workflows