This premium performance measurement and client reporting event will dive into a comprehensive set of issues, concerns, and trends to help you find clarity and insights you can apply to current situations. We have sessions covering UMA and SMA platforms, building and nurturing performance and client teams, whether to outsource client reporting, optimizing support for multi-asset strategies, quantifying the performance of portfolio managers, riding A.I. waves, and overhauling external reporting and data governance.

The event will also cover the management of quality control tools, workflows, and IT architectures. We will also delve into the complexities of data management, ESG concerns, and the different client reporting rules across the globe. We even offer a mock exam of the SEC’s controversial marketing rule.