The Future of Client Reporting

Hear our survey results first-hand and join an interactive discussion with industry peers on the future of client reporting in the Investment Management industry

Later this spring, we are publishing a new whitepaper exploring the digitalisation of client reporting and how that could enhance client engagement and improve client retention. It will show the current state of client reporting in asset management, the challenges faced and reveal the industry’s vision.

• For asset managers, we are assessing how ESG, different levels of digital maturity and the use of portals are driving change.
• For asset owners, as recipients of the investment information, we are exploring how reporting can be improved to meet the needs of the trustees and their future requirements, especially in light of increased investment into private assets.

Join us at our private event on the 9th June to go through the findings of our survey and also have an opportunity to network and share your views with other industry professionals.

The event is now closed.