Investment Reporting Mastery Program
Master the art and science of professional investment reporting through our comprehensive 16-week program. Learn from industry veterans who've shaped reporting standards across European markets for over two decades.
Program Structure
Four comprehensive modules designed to transform your reporting capabilities from basic compliance to strategic insight generation
Fundamentals & Frameworks
Build your foundation with regulatory requirements, IFRS standards, and industry best practices. We start with the basics because getting them right matters more than flashy presentations.
- Regulatory compliance across EU markets
- MIFID II reporting requirements
- Data integrity and validation methods
- Client communication principles
Advanced Analytics
Move beyond simple returns to risk-adjusted metrics, attribution analysis, and performance benchmarking. This is where reports start telling stories instead of just listing numbers.
- Multi-factor performance attribution
- Risk measurement and decomposition
- Benchmark construction and analysis
- Statistical significance testing
Visual Communication
Transform complex data into clear insights through effective visualization and narrative structure. Your clients need to understand what their money is doing — and why.
- Dashboard design principles
- Interactive reporting tools
- Storytelling with data
- Client presentation techniques
Technology & Automation
Implement scalable reporting systems that reduce manual work while improving accuracy. Learn the tools that top-tier firms use to handle hundreds of client reports efficiently.
- Report automation workflows
- Database design for reporting
- API integration strategies
- Quality assurance protocols
Learn from Real Experience
Marcus has spent 18 years building reporting systems for institutional clients across Europe. He's seen what works in practice — not just in theory. His approach focuses on solving actual business problems rather than academic exercises.
Before teaching, Marcus led reporting teams at two major asset managers in Brussels and Luxembourg. He's designed systems that process over €12 billion in assets and serve clients from pension funds to family offices.
What sets this program apart? We teach you what actually matters in day-to-day work. No theoretical fluff — just practical skills you'll use immediately.
Ready to Transform Your Reporting Skills?
Our next cohort begins September 2025. Limited to 24 participants to ensure personalized attention and meaningful peer interaction. Applications open in March 2025.
Get Application Details