The investor statement can both excite and reward as well as disappoint and punish. But the investor statement also does more than serving a utilitarian purpose. In fact, from a strategic business standpoint, the investor statement can do much more by helping build and solidify critical components of a business’s value proposition. Who was doing it best in 2017? A recent survey reveals the winners and what makes their statements stand out. The winners in 2017, those that designed account statements that were easy to understand as well as transparent, were Merrill Lynch, BlackRock and AIG, according to a…
Merrill Lynch Wins The DALBAR Best BD Award
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.