Depending on others is an inevitable fact of life. Whether it is business or personal, people usually always have to rely on someone else to accomplish tasks. In the case of client reporting, outsourcing is the most obvious case of one function relying on the other...

Steve Delo tells trustees not to put all their faith in their consultants.

MARK GOODEY from Morley Fund Management uses the car analogy as a way to describe the relationship between the client reporting and performance teams. And trust us when we say there is nothing standard about this oft unified function.

Being in the client services game means making sacrifices because of the time spent satisfying clients. NICOLE FILINGERI of Schroders US talks to CSRT about her busy, but fulfilling, career and her goal to play more tennis.

BRIAN REID of The Connect Partnership explains how a lack of understanding during the early data stage and cutting the time on the data analysis phase can derail a client reporting project.

The proper accounting system allows the wealth manager to give their clients the required reports but that does not mean it makes them standout from their competition. SALLY WAKEFIELD of Rhyme Systems explains what does.

Custodians have been moving up the reporting food chain over the last decade because they are developing and enhancing their own bespoke reporting capabilities, JOHN SHERIDAN of BoISS reports.

As part of a global organisation, we regularly face cross-continent initiatives, but how do we cope with a cross-continent outsource? David Ayers recounts the experience of AXA IM and offers sage advice.

Considering the many needs of the stakeholders, finding a company-specific reporting strategy is not an easy task but it is a very interesting and challenging one, says Dr Stefan J Illmer