Move beyond theoretical AI discussions to see real-world implementations across performance measurement, client reporting, and client services. Multiple firms will present actual tools, ROI metrics, and practical takeaways from their AI initiatives, including wealth management applications.

Key Areas of Discussion:

• Real-world AI implementation journeys from concept to production deployment across performance measurement, client reporting, and client services teams
• Practical approaches to overcoming common challenges and accelerating successful AI adoption in client-facing operations
• Measurable business impact and ROI metrics from AI initiatives across institutional and wealth management contexts
• Implementation strategies that work for organizations of varying sizes and technology sophistication
• Quality assurance and risk management frameworks for AI-enhanced performance calculations, client communications, and business development processes
• Does the application of AI vary by asset class (e.g. document scraping in Private Investments)?

Explore how AI is changing the skillsets needed for performance measurement professionals and how managers should adapt their hiring and development strategies. Address which job functions may be automated and which will become more valuable, focusing on building teams that can adjust quickly and thrive in an AI-enhanced environment.

Key Areas of Discussion:

• AI technology impact on hiring requirements for performance measurement roles including new competencies that are becoming more valuable in modern analytics environments
• Performance measurement discipline automation potential with team preparation strategies for transitioning to AI-enhanced workflows and maintaining analytical oversight
• Interview techniques and candidate evaluation methods that identify adaptable and resourceful professionals rather than just technically prepared individuals
• Technical expertise and soft skills balance in AI-enhanced work environments including communication, curiosity, and cultural fit considerations for team building
• Training and development program effectiveness for existing teams adapting to AI-enhanced performance measurement workflows with measurable outcomes

This session focuses on how AI is changing the skillset for client reporting professionals to emphasize interactive reporting, commentary generation, and compliance oversight and helping managers adapt their hiring and development strategies. Address which job functions may be automated and which will become more valuable, focusing on building teams that can adjust quickly and thrive in an AI-enhanced environment.

Key Areas of Discussion:

• New competencies for client reporting professionals beyond traditional data presentation including interactive reporting, commentary generation, and compliance oversight skill development
• AI literacy and data visualization skills for client reporting team professional development including career advancement and role expansion opportunities
• Training programs and certifications for client reporting career advancement including measurable value demonstration and professional growth strategies
• Client expectation impact on reporting roles including skills needed to excel with diverse client types across institutional and wealth management segments
• Adjacent role transition strategies for client reporting experts including marketing, compliance, and client relations career pathway development

Come mingle and network with fellow attendees and exhibitors in South Gallery while enjoying some refreshments.

Explore advanced techniques for real-time performance monitoring and automated quality control processes. Learn practical approaches to identify issues immediately, implement preventive controls, and maintain high-quality performance calculations under tight deadlines.

Key Areas of Discussion:

• Real-time monitoring systems for performance calculation issues including identification before client reporting impact or operational problem creation
• Automated quality control implementation including error detection processes that catch calculation discrepancies without creating operational bottlenecks
• Technology tools for data feed monitoring including discrepancy identification that could affect performance calculations with preventive control measures
• Quality control process optimization balancing comprehensive error detection with operational efficiency requirements and daily reporting deadline management
• Escalation procedures and response protocols ensuring rapid critical issue resolution while maintaining documentation and audit requirement compliance

Investigate cutting-edge approaches to client reporting that go beyond static PDFs to create engaging client experiences. Learn from firms that have successfully implemented dynamic reporting solutions, interactive tools, client portals, and data visualization approaches that improve client understanding and satisfaction across institutional and wealth management segments.

Key Areas of Discussion:

• Reporting tools and platforms effectiveness for different client types including client engagement measurement and solution optimization strategies.
• Sophisticated data visualization balance with clear, understandable client communication especially for wealth management clients requiring simplified presentations.
• Technology investment ROI in client satisfaction and operational efficiency for reporting teams including measurable outcomes and cost-benefit analysis.
• Evolving client demands for self-service reporting capabilities including most frequently used portal features and adoption strategies.
• Traditional static report transition challenges to engaging reporting solutions including implementation strategies and change management approaches.

Create exceptional client onboarding experiences that set the foundation for long-term relationships. Explore best practices for expectation-setting, system integration, workflow optimization, and early client communication that drives satisfaction and retention.

Key Areas of Discussion:

• Onboarding process design and workflow optimization effectively setting client expectations while ensuring successful relationship launches and long-term satisfaction
• Cross-functional coordination among performance, operations, and client service teams creating seamless, professional client experiences during onboarding
• Technology systems and tools supporting efficient client onboarding while maintaining personalized attention and high-quality communication standards
• Differentiated onboarding approaches for institutional versus wealth management clients addressing varying needs, expectations, and service delivery requirement
• Success measurement and client satisfaction monitoring during critical early months of new relationships with actionable feedback incorporation

Many asset owners are using Outsourced Chief Investment Officer (OCIO) providers and want to claim that their OCIOs are compliant with the Global Investment Performance Standards (GIPS) of the CFA Institute. As of Dec. 31, 2025, the CFA is requiring GIPS-compliant firms with one or more OCIO portfolios to adhere to the Guidance Statement for OCIO portfolios. Among other stipulations, the OCIO portfolio should be managed to the asset owner’s investment mandate of multiple asset classes and underlying portfolios. GIPS-compliant firms must meet GIPS Standards and the new guidance when presenting a GIPS Report to an OCIO portfolio prospective client. The guidance is intended to help OCIO providers demonstrate compliance with GIPS standards through increased transparency and conformity.

Key Areas of Discussion:

• Clarification of what constitutes an OCIO and the different roles it may play in serving an asset owner such as strategic investment advice and/or investment management services, and whether it is covered by the new guidance.
• The specifics of a verification process for making certain that an OCIO provider is GIPS compliant.
• Defining the work of a GIPS-compliant OCIO, including tactical asset allocation, portfolio construction, the selection of managers and pooled funds, and the overall management of portfolios.
• The GIPS-compliance composites that a firm overseeing OCIO portfolios is required to create, which must be consistent with the guidance.
• How OCIO providers handle portfolios with inherited legacy assets that may be too expensive to sell.
• The selection process for finding the correct benchmarks for the GIPS-compliant composites of the OCIO.

Master the art and science of commentary generation for client reports and marketing materials. Explore how AI, centralization and automation can enhance commentary delivery while maintaining compliance with regulatory requirements and ensuring consistency across different client types and reports.

Key Areas of Discussion:

• AI enhancement for commentary generation while maintaining personal touch and accuracy that clients expect including efficiency and consistency improvements
• Compliance process establishment ensuring commentary meets SEC Marketing Rule and regulatory requirements including operational bottleneck prevention
• Commentary consistency maintenance across different client types while personalizing messages for institutional versus wealth management audiences
• Quality control measures for commentary accuracy especially during volatile market periods when explanations become more complex requiring specialized approaches
• Automated commentary generation balance with human oversight and customization needs including workflow optimization and quality maintenance
• Centralized commentary repository strategies including shared content libraries, version control management, and cross-team access for consistent messaging and efficiency gains

Streamline your RFP response processes through improved workflow management and cross-functional team coordination. Learn how leading firms integrate performance reporting, portfolio management, and business development teams to create compelling, accurate, and timely RFP responses that win business.

Key Areas of Discussion:

• Workflow management systems and processes for coordinating complex RFP responses across multiple departments while maintaining quality and meeting deadlines
• Performance data accuracy and consistency across RFP responses while meeting tight deadlines including reliability assurance strategies
• AI and automation role in RFP response processes including efficiency gains and quality improvements in content creation and review workflows
• Standardized content balance with customization requirements for different RFP requests and client types including efficiency maintenance strategies
• Cross-functional team coordination for efficient input integration from performance, legal, compliance, and business development teams during RFP preparation

Investments in private markets are growing in popularity and performance measurement teams are facing practical implementation challenges encompassing data extraction processes, AI applications, and lifecycle management concerns. This session will focus on firms managing significant private market allocations, deploying real-world solutions, and setting realistic expectations for private markets performance measurement.

Key Areas of Discussion:

• Data extraction and integration practical approaches for private markets investments across different fund structures with operational efficiency considerations
• Performance measurement lifecycle management throughout complete private market investment journey from commitment to distribution including timing and valuation challenges
• AI and technology tool effectiveness for private markets performance measurement and reporting including automation opportunities and accuracy maintenance
• Client expectation management regarding data delays and limitations inherent in private markets performance measurement with realistic communication strategies
• Benchmarking methodology selection for private equity, private credit, and real estate investments including limitation explanation and client education approaches 

Develop robust quality control processes for custom client reports that balance thoroughness with efficiency. Learn practical approaches to maintaining accuracy and consistency across diverse client requirements while managing costs and meeting deadlines.

Key Areas of Discussion:

• Quality control frameworks for custom reports that don't fit standard reporting templates including consistency strategies across different client requests
• Manual quality control cost balance with error risk in custom reporting especially when automation may not be cost-effective
• Technology solutions for Excel-based custom report quality control while allowing client-specific formatting and content requirements
• Quality control process training and management across team members with different experience levels and technical skills
• Escalation procedures when quality control identifies significant issues that could affect client deliverables or relationships including audit trail documentation

Navigate the complex regulatory landscape affecting client reporting and communications. Address practical compliance challenges with the SEC Marketing Rule, GIPS standards, and evolving requirements while maintaining effective client communication across institutional and wealth management segments. 

Key Areas of Discussion: 

• SEC Marketing Rule compliance for client reports and communications while maintaining clear, engaging content including practical implementation strategies 

• Documentation and approval processes for compliance oversight of client-facing materials without creating operational bottlenecks or service delivery delays 

• Compliance requirement differences between institutional and retail/wealth management client communications including management strategies for varying standards 

• Technology solutions and automated workflow tools for compliance review and approval processes of client-facing materials and communications 

• Training and education programs maintaining team awareness of evolving regulatory requirements and compliance best practices including professional development strategies

Come mingle and network with fellow attendees and exhibitors in the South Gallery while enjoying some refreshments.

Participate in an interactive peer-to-peer workshop that dives into communication challenges in hybrid, remote, and global work environments.

Key Areas of Discussion:

• Crisis management and error correction protocols ensuring rapid coordination across remote team members during critical performance calculation situations
• Technical communication and collaboration strategies accommodating different analytical styles while maintaining calculation accuracy and quality control
• Hybrid work environment challenges affecting performance team coordination and knowledge transfer between junior and senior analysts
• Cultural diversity and global team coordination approaches maintaining consistent analytical standards while leveraging different perspectives and expertise
• Change management and integration strategies for merging performance teams with different methodologies and calculation approaches during organizational changes
  

Participate in an interactive peer-to-peer workshop that dives into communication challenges in hybrid, remote, and global work environments. 

Key Areas of Discussion: 

• Crisis management and error correction protocols ensuring rapid, coordinated response across remote team members during critical client reporting situations 

• Team coordination and collaboration strategies accommodating different communication preferences and work styles while maintaining quality and efficiency 

• Hybrid work environment challenges and digital tool solutions maintaining team coordination and knowledge transfer in distributed reporting teams 

• Cultural diversity and global team management approaches maintaining consistent quality and client communication standards across different work contexts 

• Change management and integration strategies for merging teams with different reporting systems and client communication styles during organizational transitions 
  

Optimize technology integration across client relationship management (CRM), account master, and client reporting systems. Learn practical approaches to data integration, workflow automation, and system coordination that improve efficiency while enhancing client experience across all operational functions.

Key Areas of Discussion:

• Integration strategies connecting CRM systems with account master and client reporting platforms for seamless data flow and operational efficiency across all teams
• Data consistency and accuracy management across multiple integrated systems while maintaining real-time updates and reliable information delivery
• Workflow automation opportunities at the intersection of client services, account management, and reporting operations for process optimization
• Technology integration challenge resolution for clients with different system requirements, preferences, and technical capabilities across market segments
• ROI measurement and evaluation frameworks for technology integration investments justifying system improvements and guiding future technology decisions
  

Get insights from the event's chairperson on all the key findings from the day's sessions.

All attendees are welcome to mingle at the FTF cocktail hour! Relax and recharge after a day full of engaging discussions and valuable connections in the South Gallery.

Explore best practices for presenting complex performance data to different client types. Learn how leading firms are using data visualization to improve client understanding, engagement, and satisfaction across institutional and retail wealth management segments. Includes practical examples of what works and what doesn't in various client contexts.

Key Areas of Discussion:

• Data visualization approaches that effectively explain complex performance concepts to retail/wealth management clients versus institutional clients with different sophistication levels
• Balance strategies for comprehensive data presentation with client-friendly simplicity in performance reports across different client segments and communication preferences
• Interactive and dynamic performance visualization tools and technologies that enhance client engagement and understanding while maintaining accuracy and compliance
• Post-pandemic changes in client demand for data visualization including new expectations and emerging trends in visual communication preferences
• Common data visualization mistakes that confuse rather than clarify performance results with practical solutions and best practice examples

Discover advanced portfolio analytics beyond traditional performance measurement including risk metrics, factor attribution, style analysis, and predictive analytics. Learn how performance teams are expanding their analytical capabilities to provide more comprehensive insights to portfolio managers and clients across institutional and wealth management segments.

Key Areas of Discussion:

• Risk analytics integration alongside performance measurement including client decision-making insights and actionable intelligence for investment management
• Factor attribution and style analysis incorporation into performance reporting including deeper return source insights and portfolio characteristic analysis beyond basic security selection
• Predictive analytics and forward-looking metrics development complementing historical performance measurement with potential future portfolio behavior insights
• Complex portfolio analytics communication strategies making sophisticated risk and attribution analysis accessible to clients with varying investment sophistication levels
• Technology platform capabilities for expanded analytical capabilities including operational efficiency maintenance and reporting timeliness while providing advanced insights

Craft comprehensive client portal strategies that meet evolving client expectations for self-service access while maintaining security and driving engagement. Learn from successful implementations across different client segments and explore emerging trends in client portal functionality.

Key Areas of Discussion:

• Client portal features driving highest adoption and engagement rates among institutional and wealth management clients including success strategy implementation
• Client demand balance for comprehensive data access with security maintenance and appropriate access control requirements
• Client adoption encouragement strategies for portal-based reporting versus traditional delivery methods including change management and user training approaches
• Technology comfort level and preference handling across client bases when implementing portal solutions including user experience optimization
• Mobile accessibility and user experience considerations critical for client portal success in modern technology environments including emerging functionality trends

Master the complexities of due diligence questionnaire management and consultant database interactions. Learn best practices for data quality control, performance data verification, and building strong relationships with investment consultants and advisory firms.

Key Areas of Discussion:

• Accuracy and consistency strategies across multiple consultant databases and due diligence platforms ensuring reliable information and streamlined submission processes
• Performance data verification processes meeting consultant requirements while maintaining operational efficiency and resource management
• Technology solutions for due diligence questionnaire volume and complexity management from different consultants and clients
• Relationship management strategies building strong connections with key consultants and advisory firms for long-term business development
• Quality control measures ensuring due diligence submissions accurately represent firm capabilities and performance track records

Come mingle and network with fellow attendees and exhibitors in South Gallery while enjoying some refreshments.

Explore real-world crisis scenarios where performance issues, reporting problems, and client relationships intersect. Learn from firms that have successfully navigated market downturns, data breaches, operational failures, and client communications during periods of significant market stress, with specific focus on wealth management and institutional client needs.

Key Areas of Discussion:

• Crisis communication strategies for performance attribution errors that maintain client trust and confidence while addressing significant calculation or reporting issues
• Protocol development for major data vendor outages during critical reporting periods with contingency planning and client communication frameworks
• Client communication approaches during market volatility that make complex performance explanations accessible, particularly for retail/wealth management clients
• Lessons learned from recent market disruptions including 2020 and 2022 experiences that have transformed crisis communication strategies and operational resilience
• Internal team management during simultaneous crises affecting client deliverables including stress management and decision-making protocols under pressure 

Interactive peer-to-peer discussion where participants will collaborate in groups to identify and share key performance indicators and metrics that optimize operations, ensure quality, and demonstrate organizational value. Each table will focus on different aspects of performance team metrics and share practical implementation strategies.

Key Areas of Discussion:

• Productivity metrics for performance measurement teams including workflow optimization and resource allocation strategies with practical implementation approaches
• Accuracy and timeliness measurement for performance calculations including KPI development that identifies potential issues before they become operational problems
• Client satisfaction metrics related to performance reporting including feedback gathering approaches for institutional versus wealth management clients
• Organizational value measurement for performance measurement teams including technology investment justification and resource allocation demonstration within broader organizations
• Quality control metrics for performance calculation confidence including industry standard benchmarking and continuous improvement strategies

Interactive peer-to-peer discussion where participants will collaborate in groups to identify and share key performance indicators and metrics specific to client reporting teams. Discuss practical approaches to measuring team performance, client satisfaction, and operational efficiency while sharing best practices for continuous improvement.

Key Areas of Discussion:

• KPI tracking for client reporting team effectiveness and efficiency including metrics usage for improvement opportunity identification
• Client satisfaction measurement with reporting deliverables including feedback mechanisms providing actionable insights for quality enhancement
• Timeliness and accuracy metrics for high-quality client reporting while meeting demanding deadlines including performance standard maintenance
• Ad hoc client request and custom reporting need handling including team effectiveness improvement in diverse client requirement management
• Cost and resource utilization metrics for client reporting operations optimization including technology investment justification and efficiency improvement

Explore cutting-edge attribution methodologies for complex portfolios including alternative investments, and other non traditional strategies. Address technical challenges, technology solutions, and practical approaches to making attribution actionable for portfolio managers and clients across institutional and wealth management contexts.

Key Areas of Discussion:

• Advanced attribution methodologies for non-traditional strategies including hedge funds, private equity, real estate, commodities, and structured products that fall outside regulated equity and fixed income attribution.
  
• Multi-asset class attribution methodologies that maintain consistency across different investment strategies while providing meaningful analytical insights.
• Complex instrument attribution approaches for derivatives, currency hedging, structured products, and other sophisticated instruments requiring specialized treatment and methodology development.
• Client communication strategies for sophisticated attribution that facilitate complex multi-strategy attribution analysis useful for portfolio managers.
• The cutting-edge analysis can become accessible to different client audiences with varying levels of technical sophistication.
• Technology solutions for computational complexity in advanced multi-asset attribution models while ensuring accuracy and strategic insights for portfolio management.

Embrace the unique challenges of serving global clients with complex reporting requirements including multi-currency performance, tax reporting, and regulatory compliance across different jurisdictions. Learn practical solutions for managing complexity while maintaining accuracy and client satisfaction including considerations for Social Impact Investing (SII) and ESG mandates that add additional layers of cross-border reporting complexity.

Key Areas of Discussion:

• Multi-currency performance reporting and client communication strategies clearly explaining currency impact on investment results and portfolio performance.

• Cross-jurisdictional regulatory compliance approaches ensuring adherence to local requirements while maintaining operational efficiency, including varying ESG disclosure requirements across markets.

• Social Impact Investing (SII) reporting complexities addressing impact measurement standards, cross-border ESG compliance requirements, and varying sustainability reporting frameworks across different jurisdictions.

• Global client service delivery strategies addressing time zone differences, cultural considerations, and varying communication preferences across international markets.

• Technology solutions efficiently managing global client reporting complexity while ensuring data accuracy and regulatory compliance across multiple reporting frameworks.

• Standardization strategies for global client reporting efficiency while allowing necessary customization for local market adaptations, ESG requirements, and client-specific SII mandates.

Leverage automation and technology to create compelling servicing and marketing content while maintaining brand consistency and compliance. Learn how firms are using AI and automated workflows to improve content creation, approval processes, and distribution across different channels and client segments for both ongoing client communication and prospect development.

Key Areas of Discussion:

• Automation tools and processes for servicing and marketing content creation maintaining brand consistency while enabling customization for different client segments and prospect audiences
• Content automation compliance with regulatory requirements and internal approval processes without creating operational bottlenecks for both client communications and marketing materials
• AI applications for compelling and relevant marketing content creation for different client segments and prospects while maintaining quality and accuracy standards across servicing and marketing functions
• Automated content generation balance with human oversight and creative input needs in in client communications and marketing materials including workflow optimization
• Content management systems and workflows for efficient marketing material organization, updating, and distribution across different channels for both client servicing and marketing purposes 

Embrace the challenging edge cases and unusual scenarios that can cause erroneous performance calculations and wild returns. Learn industry best practices for handling problematic situations like inception date changes, zero-balance adjustments, and other complex scenarios that test performance measurement systems and methodologies. 
 

Key Areas of Discussion: 

• How to avoid incorrect, incomplete, or missing portfolio returns, composite returns, asset values, benchmark returns, risk measures and disclosures 

• Performance inception date change handling including client communication that clearly explains historical performance impact with transparency maintenance 

• Income adjustment approaches for accounts reaching zero balance including unrealistic performance spike prevention while maintaining calculation accuracy 

• Complex corporate action management during mergers, spin-offs, and return-distorting events including specialized calculation treatment requirements 

• Documentation and approval process frameworks for unusual performance adjustments ensuring proper review while maintaining client transparency standards 

• Technology controls and validation rule implementation preventing common performance calculation errors before client report delivery 

• Required exception handling policies and governance procedures for managing unusual calculation scenarios and edge cases  
  

Firms need to accommodate the growing demand for after-tax performance reporting across institutional and wealth management clients. Explore calculation methodologies, technology solutions, client communication strategies, and regulatory considerations for implementing comprehensive after-tax reporting capabilities.

Key Areas of Discussion:

• Methodologies and technology solutions for after-tax performance calculation and reporting across different account types with effectiveness and accuracy considerations
• After-tax reporting complexity handling for clients with varying tax situations particularly in wealth management contexts with personalized requirements
• Client education strategies explaining after-tax performance concepts and value proposition to both institutional and retail clients with clear communication approaches
• Data requirements and operational challenge management for after-tax reporting workflow implementation including resource allocation and system integration
• Compliance and regulatory considerations specific to after-tax performance reporting and client communications with evolving requirement management
  

Check back soon for session updates!

Come mingle and network with fellow attendees and exhibitors in South Gallery while enjoying some refreshments.

As digital assets become increasingly mainstream in client portfolios, it’s clear they will impact performance measurement, client reporting, and client services teams. In fact, all functions across the firm need to understand the higher returns and major risks of this asset class. Firms also need to stay on top of the evolving regulatory landscape and operational challenges that digital assets pose. With the Trump administration’s push toward crypto-friendly policies, the SEC and CFTC are actively revamping rules and regulations. Many of these changes are happening quickly and some firms will need a practical “Digital Assets 101” introduction encompassing regulatory developments, compliance pitfalls, and cross-functional operational considerations.

Key Areas of Discussion:

• Current SEC and CFTC regulatory changes and their impacts upon market dynamics.
• The sales, marketing, and compliance challenges for client teams serving digital asset needs.
• How digital assets are impacting RFPs and manager selection processes.
• The distinctions between digital assets as currency and when they are considered a security and how to avoid regulatory violations.
• How various digital asset investments — cryptocurrencies, tokens, and digital collectables — can impact performance teams, client reporting, and client services differently.
• Clarifying the aspects, ownership/use rights, risks and characteristics of digital assets.
• The strengths and weaknesses of the underlying distributed ledger technology (DLT) also called blockchain.

Get insights from the event's chairperson on all the key findings from the day's sessions.