Turning the corner in investment reporting: Unlocking bespoke solutions to tackle data challenges

With more data going out the door, the quality of report production is at a greater risk so we have had to reevaluate how we operate and centralize responsibilities to keep up

Ryan Sample
Head of Client Reporting & Service Management,
Manulife Investment Management

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.

In this webinar, learn more about these major data challenges and effective ways to overcome them with limited resources. The speakers will cover bespoke, flexible data governance solutions which have helped reporting teams tackle data challenges and achieve quick turnaround of reports while ensuring accuracy.

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