Reporting Flexibility by Andrew Sherlock The Power of Controlled Flexibility in Client Reporting. An exceptional client reporting system is your secret weapon for success. Imagine… Read more
An ESG Client Reporting Partnership by Andrew Sherlock ESG Client Reporting is still evolving and can be quite challenging. Many investment firms struggle to provide high quality ESG… Read more
What Makes a Good Client Report? by Andrew Sherlock We are often asked, “What does a good client report look like?”Clearly there’s no one line answer to that question,… Read more
Too Busy Being Busy by Andrew Sherlock Confusing… but sound familiar? The situation described is where people are too busy doing their day-to-day function, and have identified… Read more
Do More with Less in Client Reporting by Andrew Sherlock Investment firms face ongoing pressures on their client reporting functions and are having to look for ways to do more… Read more
What does SaaS mean for client reporting? by Andrew Sherlock This paper attempts to explain Software as a Service (SaaS) reporting in more detail and to compare SaaS reporting with… Read more