The great leaders of past glory and present day always have a strategy before moving forward on a major undertaking. From Alexander the Great to Winston Churchill, to the more contemporary thinkers of Bill Gates and Steve Jobs...

Ian Richards of Legal & General believes if the industry works together and establishes a set of achievable standards, then the possibility exists to achieve suitable and flexible automation

Peter Bambrough of Citisoft talks methodology and the sacred trinity of accuracy, consistency and timeliness. He emphasises the need to follow the right path and not stray into the valley of bad data management

As the head of client service operations at Martin Currie, Alan Davidson is familiar with communicating in various mediums. His new challenge, however, has enabled him to transfer his skills in client reporting to the football pitch

Investment firms looking to gain a competitive advantage in 2008 need to focus on their client reporting functions, according to the latest report from TowerGroup. Peter Delano examines how this financial year could be made one to remember

Louise Hannay of SWIP describes how her company centralised their client reporting function. It has not been easy, but she believes it has guaranteed more enlightened clients

Geoff Chasseur examines how clients and companies continue to remain curious about exploring online reporting but he emphasises this method of delivery still has some obstacles to overcome. For this reason, online reporting will become the next hotly debated topic in client reporting 

...but the investment consultant takes her punishment with a smile, so says Steve Delo

Over the past decade John Sheridan of Bank of Ireland Securities Services has seen custodian reporting rise. Now he puts together a list of demands to separate the necessary from the unnecessary