About
Client reporting is a crucial part of the service provided by investment management firms to their institutional clients. Over the past 20 years, client reports have evolved from simple accounting statements and valuations into comprehensive overviews of a fund’s performance with detailed analyses of the underlying source of that performance.
A key factor for reinforcing client retention in these competitive markets, excess returns aside, is accurate information, produced to a high quality in a timely manner, and aimed at the specific needs of the client. However, this is not generally achieved without a great deal of manual effort, with operations staff working busily after every month end - juggling valuation, performance and commentary data to satisfy monthly and quarterly reporting deadlines. This effort, and the time it consumes on a regular basis, is also a potential constraint upon expansion of the business, in terms of number of clients and funds under management.
Until fairly recently there were very few technology vendors addressing these issues. That has changed and now there are a growing number of new vendors launching solutions specifically to meet investment managers' client reporting requirements.
This independent website has been created to provide a one-stop information resource focusing upon the broad topic of "client communications" for the investment community, providing news and views as well as an overview of the vendors in this market space and their products.
Suggestions and contributions welcome.
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