Performance Measurement & Client Reporting 2025

New York, NY

February 27-28, 2025

Meradia is sponsoring FTF’s PMCR conference in New York City, joining asset owners, institutional investors, wealth management firms, and industry leaders. Don’t miss Jose Michaelraj, CIPM, CAIA, speaking on « Uncovering Patterns to Revolutionize Data Quality Checks in Investment Operations » at 2:40 PM EST in the main hall.

The conference will discuss performance attribution for outliers, the SEC marketing rule, client reporting customization, optimizing support for multi-asset strategies, quantifying the performance of portfolio managers, and more!