The inaugural Boston edition of Client Reporting & Communications took place on November 28th in Boston. Collocated alongside Buy-side Data, Technology & Operational Strategy in attendance were over 100 professionals in operations, technology, data and client reporting and communications professionals.

We were delighted with the turn out on the day and the feedback has been outstanding: When asked, ‘What was your opinion of the event?’ over 90% rated it good or excellent. We are extremely pleased with the quality of the event and are looking to maintain the same quality with more attendees next year.

We will back again in November 2013, but in the meantime you might want to have a look at Client Reporting & Communications North America taking place on June 20th 2013 in New York, and the Client Reporting & Communciations stream at TSAM Europe taking place on March 19th 2013 in London.

When markets have been good, performance has traditionally been the key to client satisfaction and retention. But in today’s economy, good performance is far from guaranteed, so traditional practice simply isn’t enough. A shift has taken place and Investment Managers are having to seriously step up their service in order to satisfy and retain clients, which means there’s more focus than ever on Client Reporting & Communications teams.

For 16 years Client Reporting & Communications has been the definitive meeting place for international audiences of senior buy-side practitioners in Reporting, Servicing, Relationship Management, and Communications. And this could be the most important year yet.

At Client Reporting & Communications Boston 2012 you will:

Discover how to open up the web experience and digital world
Learn how your peers are ensuring transparency in volatile market conditions
Gain practical insights into finding out what clients really want
Participate in roundtable discussions on topics chosen by you
Review the products of the most relevant vendors for Reporting & Communications
Become a part of an ever-growing global community

Your expert speaker faculty includes:


Biography	Rohit Sood CIPM, Director, Cutwater Asset Management	Biography	Gerald Kean, Jr. , Vice President, J.P. Morgan Asset Management	Biography	Stephen M. Gouthro, Director, Investment Services & Operations, Putnam Investments
Biography	Steve Sanchez, Managing Director, State Street Global Advisors	Biography	Brenda Borowski, Business Information Manager, PanAgora Asset Management	Biography	Susan Brumbaugh, Vice President, Portfolio Reporting Manager, Wellington Management Company

View full speaker line-up

Client Reporting & Communications is a global series with annual events in London, New York, & Boston

The relationship between investment manager and investor is evolving, and it is critical for investment managers to adapt as clients’ needs change. As investors are becoming more and more sophisticated they continue demanding greater transparency. Consequently increasing pressure is piled onto client-facing teams who have to provide more and more data and deal with increasing amounts of ad-hoc requests. This poses the question, how can current strategies be refined to make sure this is done efficiently? And how can you prevent resource being sucked from other vital parts of the Client Reporting & Servicing function?

The way investors interact with Investment Managers and their reports is also changing, and we are seeing a great demand for and take-up of the use of digital platforms in Client Reporting & Communications. The technology is out there, but how can it be best leveraged to ensure client retention, whilst not wasting time and resource on the nice-to-have pieces?

And then on top of this, there are the unprecedented regulations for investment managers to comply with, at a time when many teams and budgets are being slashed. How can Client Reporting & Communications teams navigate through this and come out the other side stronger?

At this conference leading figures in Client Reporting & Communications will discuss and debate all of the above, and you will have every opportunity to question their methods, strategies and opinions. Because of the round-table format you will also be able to discuss the speakers’ presentations and any other challenge you might want advice or clarification on.

It’s never been more important to ensure efficiencies and enable innovation throughout client reporting and communications processes.

Who you will be joining:

This event is suited to Client Reporting & Communications professionals across North America. You will be networking exclusively with a crowd of like-minded professionals from Asset Managers, Private Banks, and Wealth Managers, including your competitors and potential collaborators. Save the date in your calendar and register today – early registrations save significantly on entry.

You will meet Heads, VPs, and Managers of: