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Investment Mandates, Portfolio Analytics and Client Reporting

1 Lesson

Mandates, analytics and client reportingCore

Guides: Exam format · Curriculum · Exam cost · Pass mark · The ESG certificate

The Sustainable Investing Certificate (formerly the Certificate in ESG Investing) is a qualification of CFA Institute. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute. UniGenius is an independent course, not affiliated with, endorsed or sponsored by CFA Institute.

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