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FINANCIAL RESEARCH ASSOCIATES PROUDLY PRESENTSTheBRAND NEW! Multipaned & Unadvised Funds Forum Creating and Managing Unadvised & Multipaned Funds for Optimum Performance and Investor Satisfaction

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What is multi-managed?

Multi-managed refers to a situation where an entity or individual manages multiple investment portfolios or funds.

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Entities or individuals who manage multiple investment portfolios or funds are required to file multi-managed reports.

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Multi-managed reports typically require information about the various investment portfolios or funds being managed, performance data, and any relevant disclosures.

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The purpose of multi-managed reports is to provide transparency and accountability for entities or individuals managing multiple investment portfolios or funds.

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Information such as the performance of each investment portfolio or fund, any relevant disclosures, and details about the management of the portfolios must be reported on multi-managed reports.

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