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
Steve Delo explains how experience does not necessarily mean wisdom
For the 11th year, Osney Media staged its annual two-day Client Reporting and Servicing Conference. Here are some of the highlights of a conference that focused on client expectations and complex reporting
Dr Stefan J Illmer of Credit-Suisse believes by continuing to educate the industry, the problems of today are guaranteed not to survive to plague the future
Joanne Hope of Aberdeen City Council outlines the diversity of local authority pension funds and how this sophistication now requires service providers to make client reporting a higher priority
The UK pensions industry has been slow to adopt standards that could help streamline interaction, but a small group of managers and third-party administrators have decided to speed things up. Ian Richards of Legal & General Investment Management explains
In the past 10 years, the role of client reporting has changed from checking addresses to running documents. Now, reporting’s ‘bright people’ have taken on greater responsibility, thus the need for more performance training. Nick Rogers of BNY Mellon explains
The key to client management in periods of financial turmoil is to establish confidence, belief and trust. Peter Ellis, a principal at Investit, explains how this can be achieved
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