Tag: Client Reporting

Client Reporting continues to be a highly complex and labour intensive process across the Asset Management industry. Alpha has engaged with Asset Managers, Asset Owners and Client Reporting vendors to identify the key focus areas for Client Reporting in 2023. In this article Alpha SMEs Chyavan Rees, Tom Goldwater and Alex Sabato discuss perspectives on Client Reporting as a ‘hygiene factor’ that should drive focus on operational efficiency and scalability in the operating model.

Tom Williams and Chyavan Rees delve into why the time is now for firms to invest in their client reporting operating model and how to get started on a journey to ensure maximum benefit is seen from existing or upgraded systems.

Case study on supporting a global asset manager define and implement ESG client reporting.

As the Investment Management industry continues to navigate a period of significant uncertainty, never has there been a more appropriate time for managers to provide reassurance to their clients through timely and accurate reporting. Read to find out more about client reporting in the new digital age.