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Why data, customisation, and distribution matter more than ever
By Oriane KAESMANN, Research Manager the LHoFT
In today’s investment landscape, client reporting has evolved from a routine task to a pivotal element of client engagement and satisfaction. More than ever, investors demand timely, customised insights delivered through their preferred channels, reflecting a broader trend towards personalised financial services. This shift presents a significant challenge for asset managers, who must navigate complex data environments and heightened expectations without overburdening their operational capacities.
A study by Alpha FMC(1) highlights that client reporting remains a highly complex and labour-intensive...
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