Accuracy and quick turnaround are of paramount importance in the investment reporting world. They are becoming more significant as firms attempt to satisfy the evolving needs of clients, adapt to new regulations, and deal with intense competition.

A breakdown in data flow and/or inflexible reporting platforms limit the scope of reporting teams for producing accurate reports within strict deadlines. Regrettably, shrinking margins and budget cuts restrict asset managers from investing more in solving data challenges. We believe the time has come for investment reporting teams to ascertain how to make their processes efficient, with limited resources and time.

Key Takeaways

• Data challenges in investment reporting
• Bespoke solutions to solve data challenges
• Introduction to the proprietary ‘Data Bridge’ solution
• Best practices for data management in the reporting process

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