CutterCast: Client Reporting 2024 Benchmarking Survey Results
Sep 19 Thu · 2024 10:30am - 11:30am EDT
Where:

Virtual

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Event Summary

Investment managers are faced with growing expectations from clients and consultants for increased data requirements, more timely data, and more customized formats while they seek to optimize their client reporting practices and technology.

In this CutterCast, we share key trends and takeaways from our Client Reporting survey. We discuss organizational structure, data management, and the technology firms use for client reporting. We also examine reporting capabilities, including how reports are assembled, reviewed, and distributed, with a closer look at the commentary process and portal usage.

Speakers

Cutter

Dru Holmquist

Consulting Principal - Distribution and Client Operations

Philip Orlando, CFA

Senior Director, Consulting

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.