Turning the corner in investment reporting: Unlocking bespoke solutions to tackle data challenges
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.
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
Head of Client Reporting & Service Management
Ryan Sample is Head of Client Reporting & Service Management for Manulife Investment Management (MIM). In this role, he leads the team that supports MIM’s external clients, as well as internal stakeholders, by delivering timely, accurate, and useful information to support them in the investment process. Ryan has been with Manulife / John Hancock for over 12 years, in various Distribution, Operations, and Finance leadership roles across the Wealth and Asset Management space. Ryan holds a Bachelor of Arts in Economics from Trinity College and a Master of Business Administration from Boston University
Associate Director, Business Development
Karthik directs strategic client partnerships for outsourced research, analytics, fund marketing, risk, compliance, technology and AI for banks, insurance providers, asset managers and multi-strategy hedge funds. In his previous role at Acuity Knowledge Partners, Karthik set up and managed operations of multiple offshore delivery teams across India, Sri Lanka, and Costa Rica. Prior to joining Acuity Knowledge Partners, Karthik has served in various consulting engagements in financial services and technology at Morgan Stanley, American Express, and Infosys Technologies. He has a PhD (ABD) in Finance from Michigan State University, an MBA from Indian School of Business, and a Bachelors in Technology from Indian Institute of Technology, Madras.
Associate Director, Quantitative Services
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