Investment management

Catalysts for change in client reporting

The catalyst for change in client reporting is a more empowered, digitally aware consumer. Excellence of service delivery will be key to investment managers retaining a competitive edge.

PBOR: The need for a single source of performance data

Without a consistent source of data and limited functionalities in existing systems, firms are unable to perform tasks that are becoming increasingly important in the investment management industry. To gain a competitive advantage in today’s market, it…

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