Client Reporting: The Road to Empowerment

There comes a point in parents’ lives when they must set their children free from the family home. The temptation is to hold on for as long as possible, but parents know that releasing the child will ultimately benefit them.

There is a danger that the relationship between investment managers and vendors could follow a similar pattern. But in the same way, the vendor that relaxes its control acts in the best interests of its client.

For modern-day client reporting, a vendor’s role is simple—at