The Future of Client Reporting

Asset managers, as ever, are under pressure to win new business and retain clients. In addition to strong performance, providing excellent client service is key.

Authored by Sionic asset management experts Clare Vincent-Silk and Rebecca Gashi and sponsored by Instinct Digital, this white paper focuses on client reporting, giving clients clear investment reporting and effectively addressing their ad-hoc investment queries.

  • Technology is evolving – and with greater digitalisation, we can see that there are opportunities to enhance this client communication, offering clients an improved client experience, thereby leading to improved client retention.
  • In addition, there are a number of drivers causing asset managers to make improvements to client reporting such as incorporating sustainability data and consolidation of private and public market investments.

This report looks at how client reporting is evolving to improve client communication and address these drivers, exploring what the recipients of these reports are looking for and what we therefore believe to be the future vision.

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Meet the expert

I am a trusted advisor to the asset management industry specialising in operations and technology strategy, operating model design and implementation. I help firms make effective change so they are more efficient and effective.