A failure to question what you do not understand and not checking your numbers can put even the most savvy pension trustee in a nightmare scenario, says Steve Delo
Steven Oates of Martin Currie explains how his firm streamlined its production process, implemented new reporting strategies and automated its client report output. And that’s not all. They also outsourced their back-office operations
Marc Bautista of Lane Clark and Peacock explores the reasons why consultants tend to be the gatekeepers to pension fund clients
Mark Deakin of Rhyme Systems investigates the unspoken world of client reporting and assesses the contribution that these financial analysts make towards establishing and sustaining a stable working relationship
Like so many working in client reporting, Peter Ellis did not originally intend on joining this dynamic field. That said, Ellis, a principal at Investit, has no regrets with the way his career stars have aligned
Firms that want to emerge from the scrum with the ball should be sure to focus their reporting efforts on Web distribution and timeliness. Mike Trapanese of Kasina explains how this can be accomplished
It is hard to define an industry standard for over-the-counter derivatives reporting. However, Ian Barnett of Lehman Brothers, discusses a number of best practices that can ensure effective client reporting
In the financial world it is important to obtain your right of passage. Being GIPS compliant gives you this freedom but some continue to resist the perks of using their global business ticket. Steve Sobhi, director of Ashland Partners International, explains why getting your ‘passport’ is so important
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