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Client Reporting

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  • Client Reporting: Keeping Clients Satisfied in a Volatile Market Client Reporting: Keeping Clients Satisfied in a Volatile Market Julia Schieffer, Founder & Editor-in-Chief, DerivSource Recorded: Jun 11 2009 89 mins
    Simon Harris, Partner, Investment Solutions Consultants (ISC);
    Jonathan Large, Analyst, Mercer;
    Julian Baines, Middle Office Manager, Royal London Asset Management;
    Simon Cornwell, Director, Vermilion Software;
    Joshua Seeman, Manager - Global Operations Client Reporting, Janus Capital Group;
    Tim Wood, Head of Global Network Management, RBC Dexia;
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    Customer communication is the new competitive advantage;
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    The competition to keep clients and attract new ones is fierce and many buy-side firms need to upgrade their client servicing models to keep up with the demands of a more sophisticated clientele. In this market environment, pension funds, corporations and institutional investors are demanding more transparency and in-depth data in client reports. In a virtual roundtable event, our panel of industry experts will discuss these new client demands and how both investment managers and hedge funds can build a client communication and reporting service that is both efficient and exceeds client’s expectations.