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Real Conversations. Practical Solutions. Meaningful Connections.

The only conference dedicated to Performance Measurement, Client Reporting & Client Services. 

Join professionals from asset managers, wealth managers, pension funds, endowments, foundations, insurance investment organizations, family offices, consultants and technology providers for two days of candid conversations, collaborative problem-solving and meaningful networking.

Built by practitioners for practitioners, PMCR brings together the professionals responsible for performance measurement, client reporting, client services, investment marketing, RFPs and due diligence to openly share ideas, tackle real-world challenges and build lasting professional connections.

March 17–18, 2027 | New York City

Countdown to PMCR 2027

2026 Highlights

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The PMCR Difference

Built by Practitioners
Every discussion is developed alongside the PMCR Advisory Board and experienced industry professionals to ensure the conversations are timely, relevant and grounded in real-world experience. 

Real Conversations 
Engage in candid discussions with peers who understand the same challenges you face every day. PMCR is designed to encourage the open exchange of ideas, experiences and perspectives—not sales presentations or product pitches. 

Practical Solutions
Explore dedicated content streams and cross-functional discussions covering AI, technology, data, reporting, operations and leadership, led by professionals solving the same challenges you face every day. 

Meaningful Connections
Build lasting relationships with professionals across performance measurement, client reporting, client services, investment marketing, RFPs and technology. Expand your professional network through conversations that continue long after the conference ends.

Actionable Takeaways
Leave with practical ideas, fresh perspectives and proven strategies you can apply immediately and bring back to your team and organization.

WHAT TO EXPECT AT PMCR 2027

The Full Agenda Is Coming Soon! 

Be among the first to receive the PMCR 2027 agenda when it's released. 

Topics Taking Shape for PMCR 2027

Applying AI to Reporting Workflows
Maintaining quality, accuracy and trust while increasing efficiency.

Scaling Customized Reporting
Balancing personalization with operational efficiency.

Quality Control & Exception Management
Improving accuracy while identifying issues before they reach clients.

Client Portals & Digital Reporting
Creating more engaging and valuable reporting experiences.

Private Markets Reporting
Addressing new operational and client reporting challenges.

Data, Automation & Workflow Optimization
Helping teams do more with fewer manual processes.

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YOUR PMCR EXPERIENCE INCLUDES

  30+ Practical Sessions

  Three Dedicated Learning Streams

  Interactive Peer Workshops

  Cross-Functional Discussions

  Live Product Demonstrations

  Networking Breakfasts & Lunches

  Welcome Reception & PMCR Happy Hour

  Meaningful Peer Networking

  PMCR Event App

  Post-Event Session Materials

 MEET THE ADVISORY BOARD SHAPING PMCR 2027 

Additional industry leaders will be joining our Advisory Board. Stay tuned for more announcements in the coming weeks.

PMCR 2026 attendees networking during the After Hours Cocktail Reception
Performance measurement professionals participating in the "Exploring KPI & Metrics Strategies" peer-to-peer workshop at PMCR 2026
PMCR 2026 attendee asking a question during an interactive conference session
PMCR 2026 conference attendees during a networking break
Attendees listening to an expert-led discussion at PMCR 2026
Welcome Address at PMCR 2026
In session at PMCR 2026
Panel of speakers at PMCR 2026
Live Demo session with Kurtosys at PMCR 2026
live demo from Kurtosys at PMCR 2026 in New York City
Alex Shafran raising his hand during a live demo by Kurtosys at PCR 2026
attendees chatting together at PMCR 2026
attendees during a performance measurement peer-to-peer workshop at PMCR 2026.

Hear what past attendees have to say

Hermann Lara
"PMCR is premier in terms of networking and the dissemination of information, ideas, and trends."
Hermann Lara
Enterprise Sales Director
Confluence
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 More Than a Conference.
A Community. 

Watch the 2026 highlights to see PMCR in action. Then join us in New York March 17-18.

Registration is now open.

SPONSORS & EXHIBITORS

 Leading software & solution providers will be joining us again in 2027. Stay tuned.

PMCR 2026 SPONSORS

Kurtosys Logo - PMCR 2026 Sponsor
FactSet Logo - PMCR 2026 Sponsor
Meradia Logo - PMCR 2026 Sponsor
CFA Logo - PMCR 2026 Sponsor
Cascade Compliance Logo - PMCR 2026 Sponsor
Quark Logo - PMCR 2026 Sponsor
WiPM Logo - PMCR 2026 Sponsor