A key client deliverable is the actual report that quantifies how their assets and portfolios are performing and positioned in the marketplace. The problem for many firms is finding a way to satisfy a client’s particular and sometimes idiosyncratic needs. This process can get very complicated when a firm uses a standardized reporting process that resists encompassing specific needs. This webinar will focus on how internal teams can overcome the many challenges to providing a report that better meets clients’ expectations.
The webinar will cover the following disucssion points: