Yearly Archives: 2004


Client reporting is key to the service provided by investment managers to their institutional clients. Client reports have evolved from basic statements of the valuation of a fund, into detailed accounts of the fund’s performance and complex explanations of the …

Read more


A well-ordered and consistent data infrastructure can help control operational and technical costs – and improve profitability. A comprehensive understanding of how data is managed and effective data architecture enables investment managers to be more flexible and cost-effective in how …

Read more


The role of performance teams has changed considerably over the last 15 years. The detail, frequency and timeliness of the team’s deliverables have become more aggressive, as asset managers and their clients now want monthly, weekly and even daily performance …

Read more