FINANCIAL TECHNOLOGIES FORUM: PERFORMANCE MEASUREMENT AND CLIENT REPORTING CONFERENCE

New York, NY
February 29, 2024

Meradia’s Tina Madel, CFA joined performance professionals,asset owners, institutional investors, and wealth management firms at FTF’s Performance Measurement and Client Reporting conference in New York City for a day of learning and networking.

This performance measurement and client reporting event dove into a comprehensive set of issues, concerns, and trends. FTF highlighted sessions covering 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, overhauling external reporting and data governance, and more!

ASSOCIATED VENDORS

  • BNY Mellon/CIBC Mellon
Associated Vendors: BNY / CIBC,  
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