Investment Reporting Survey for Asset Managers 2020
Acuity Knowledge Partners conducted a survey of asset managers to understand the challenges they face in investment reporting. Our survey targeted chief operating officers (COOs), heads of performance and reporting, heads of client services, heads of investment operations and heads of investment reporting at leading global asset management firms.
Key Takeaways
• Reporting teams are still struggling to meet deadlines, despite using the latest, cutting-edge
reporting tools
- Only 30% of respondents said they are able to meet their reporting deadlines all the time
- Key problems: Data integration, data quality issues, and inadequate features of off-the-shelf
reporting tools are the major reasons for delay in report production.
• Data management, in particular, is the biggest pain point for all reporting teams
- 89% of respondents are facing challenges in data integration owing to the lack of
a centralised database.
• Collaboration with third-party reporting vendors will likely help overcome these challenges given their
expertise and experience with the reporting domain
- 70% of respondents believe such vendors have the ability to provide (a) quality emerging-technology
solutions, digital expertise and automation support and (b) high-quality services.
Authors
Stevi Joseph
Director, Portfolio Analytics
Stevi heads the Portfolio Research and Operations (PRO) practice including middle-office operations at Acuity Knowledge Partners. He oversees teams supporting asset and wealth managers, fund houses and hedge funds in investment/portfolio operations and portfolio management. He has over 15 years of experience in the investment management industry across portfolio risk analytics, middle-office operations, manager research, investment reporting and data management. He holds an MSc in physics.
Shankar Shivakumar, CFA
Associate Director, Corporate Strategy
Shankar is responsible for implementing strategic initiatives at Acuity Knowledge Partners’ Specialised Solutions division and also heads data management operations for a large hedge fund. He has over 14 years of experience in private equity, investment banking, investment research and corporate finance. Shankar is a CFA Charterholder and holds a Master of Business Administration degree.
Priya Chakkingal
Director, Head – Index Services
'Priya has over 20 years of work experience in supporting index and ETF players in managing both benchmark and strategy indices across asset classes. At Acuity Knowledge Partners, she has been instrumental in setting up and managing teams supporting large index providers for over 12 years. Prior to this, she was with Infosys, where she was involved in supporting an Index Quants team for a large investment bank, primarily in construction and maintenance of fixed income indices. She holds a Master of Economics from the University of Southern California and a Bachelor of Economics from the University of Mumbai.
Ankita Jhawar, CFA
Assistant Director, Portfolio Research, Operations and Risk
Ankita Jhawar has over 8 years of work experience in portfolio research and operations. At Acuity Knowledge Partners, she supports the investment marketing group of one of the largest global asset managers in client reporting activities. Prior to this, she provided support as a buy-side fixed income product specialist for multi-sector fixed income mandates. She is an alumnus of Goldman Sachs and D. E. Shaw & Co. She is also a CFA Charterholder and holds a Master of Business Administration degree in Finance and a Bachelor of Economics degree.
Investment Reporting Survey for Asset Managers 2020
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