Hi,
I was wondering if any one would share what their institutions were doing for annual reviews of investment firms/brokers. It looks like all we do is obtain the firms' annual reports. Maybe I'm being too picky but think we should be doing more than just obtaining an annual report. thanks!

I'm not being smart, but just obtaining them does nothing. Someone should also be reviewing them and evidencing that review.

I don't think you are being smart at all. Exactly my point...they should be doing more than just getting the annual reports. I would think that there would be key numbers and ratios that they would specifically review. I just don't know if there is something more I should be recommending. Investments is not my strong point.
Thank you for your input!