Client Reporting: Keeping Clients Satisfied in a Volatile Market

Presented by

Julia Schieffer, Founder & Editor-in-Chief, DerivSource

About this talk

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; --- Customer communication is the new competitive advantage; --- 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.

Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (1)
Subscribers (121)
Customer communication is the new competitive advantage 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.