The Evolution of Client Experience and Client Communications

As private and institutional clients continue to demand greater technology, service, and ease of access, investment managers are under pressure to advance all aspects of the client journey. We tend to think of the client experience as business-to-customer interactions, yet the reality is there are aspects of your business the customer never “sees” but senses. This often stems from internal operating models and projects to deliverables such as account reporting and ongoing information availability.

For added perspective on how technology is adapting to fit a myriad of client needs, we spoke with Andrew Maynard of SimCorp, an independent provider of industry-leading, integrated investment management solutions.

by Tim Jager, Senior Manager
Andrew Maynard, Product Expert, Client Communications, SimCorp North America

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A Business Case for Outsourced Chief Performance Officers

The mix of skills required to oversee Investment Performance includes regulatory compliance, complex mathematical models coupled with data management, and a variety of technologies. In what situations does an outsourced Chief Performance Officer (OCPO) make sense? Laurie Hesketh and Jonathan Boersma consider some scenarios which may warrant a different paradigm.

by Laurie J. Hesketh, CIPM, PMP, Managing Director
Jonathan A. Boersma, CFA, Practice Lead, GIPS and Performance Regulation

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4 Mistakes When Implementing a Data Catalog

Building and implementing a data glossary are two common goals for many investment firms in their annual strategy setting. But what happens when you rush into it without proper planning? Four common mistakes can occur which can hamper your development or make the final product irrelevant. This paper will discuss these missteps and offer prevention strategies.

by Andrew R. Jacob, CFA, Senior Consultant

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