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Client Reporting: Keeping Clients Satisfied in a Volatile Market

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.
Recorded Jun 11 2009 89 mins
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Presented by
Julia Schieffer, Founder & Editor-in-Chief, DerivSource
Presentation preview: Client Reporting: Keeping Clients Satisfied in a Volatile Market

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  • Client Reporting: Keeping Clients Satisfied in a Volatile Market Recorded: Jun 11 2009 89 mins
    Julia Schieffer, Founder & Editor-in-Chief, DerivSource
    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.
Keeping Clients Satisfied in a Volatile Market
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.

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  • Title: Client Reporting: Keeping Clients Satisfied in a Volatile Market
  • Live at: Jun 11 2009 1:30 pm
  • Presented by: Julia Schieffer, Founder & Editor-in-Chief, DerivSource
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