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DouglasL
Follower ○○○

Presentation Studio and Report Portal

We are utilizing the Total Portfolio Attribution (TPA).  As part of that an investment policy is attached to the given benchmark and or model portfolio.  Is there a way to print the "Policy" out via a report, excel download, presentation studio?  Was hoping I could generate a printout or download of the specific policy to accompany the due diligence write up for each review.

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