There is strong consensus among investment management firms that client reporting is a strategic component and key differentiator of their client relationship programs.
In the six years since this survey was first conducted, participating investment management firms have demonstrated notable maturity in the key areas of organization, data management, report creation, generation, distribution, and technology.
The results of this most recent survey show stability in most areas since 2018. However, organizations are still striving to make improvements especially in the areas of custom reporting, commentary management, and workflow.
Download the executive summary to learn more how participating firms, representing a total of USD 16.35 trillion in AUM, are approaching client reporting.
CutterResearch members can access the full report by logging into the member portal.
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