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Client Reporting & Communications 2013

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 17 years Client Reporting & Communications has been the definitive meeting place for a pan-European audience of senior practitioners in Reporting, Servicing, Relationship Management, and Communications. And this could be the most important year yet.

At Client Reporting & Communications 2013 you will:

Delve into regulatory reporting requirements, with specific focus on Solvency II & AIFMD
Hear how your peers are using business intelligence to improve communications
Discover how others handle report translation
Listen to case studies on value-add reporting and implementing a new system
Participate in roundtable discussions on topics chosen by you
Review the products and services of the most-cutting edge vendors in Client Reporting
Become a part of an ever-growing global community across London, New York & Boston

Your esteemed European speaker faculty includes:


Biography	Alain Mandy, Senior Vice President, PIMCO	Biography	Grant Lee, Director, PwC	Biography	Charles Spungin, Managing Director, Head of Client Service, PineBridge Investments
Biography	Dan McCausland, Partner and COO, Kestrel Partners LLP	Biography	Caron Seymour, Vice President, Client Services, J.P. Morgan Asset Management	Biography	Graham Kellen, Head of Distribution IT, Schroders

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 begs 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.

The format and who you will be joining:

This event is suited to Client Reporting & Communications professionals across Europe. Day 1 will have a conference format with exhibition area, and day 2 will be a half-day, more interactive workshop-style session, with no exhibition area. Over the course of both days 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 reserve your space today – early registrations save significantly on entry.

You will meet Heads, VPs, and Managers of: