The future of client reporting: part 4

The future of client reporting: part 4

As you might expect there are many different aspects to how the future of client reporting will evolve. Hence this blog is split into multiple parts, each part looking at a different element of the future model. This is the fourth and final blog of the series. In the...

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The future of client reporting: part 3

The future of client reporting: part 3

As you might expect there are many different aspects to how the future of client reporting will evolve. Hence this blog is split into multiple parts, each part looking at a different element of the future model. This is the third blog of the series. In the first blog...

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The future of client reporting: part 2

The future of client reporting: part 2

As you might expect there are many different aspects to how the future of client reporting will evolve. Hence this blog is split into multiple parts, each part looking at a different element of the future model. This is the second blog of the series. In the first blog...

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The future of client reporting: part 1

The future of client reporting: part 1

There are many influences affecting how the future of client reporting may evolve. Hence, this blog is split into multiple parts, each part looking at one aspect of the future model. So before considering the future of client reporting, one needs to initially consider...

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Fund Factsheets, hygiene factors and trends

Fund Factsheets, hygiene factors and trends

Fund factsheets; they are everywhere but are they good enough? Firms that manage and promote funds, OEICs, Investment Trusts, ETFs, NURS etc., all need fund factsheets to market, promote and provide basic information to investors and potential investors but are they...

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Flexibility vs Maintainability

Flexibility vs Maintainability

All investment firms need a flexible client reporting system, so that they can accommodate the various reporting requirements of all their clients. A hot topic for these firms is flexibility when producing fund factsheets. Ideally, and a growing trend, is that fund...

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Economies of scale, don’t scale?

Economies of scale, don’t scale?

A friend recently told me that he thought that often “economies of scale – don’t scale”. Which is an interesting conundrum. He contended that “management overhead” and “additional layers of hierarchy” are introduced into a typical operating model as the organisation...

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