- 20th & 21st November | London, UK Add to my calendar
Join the 16th Annual Client Reporting & Communication UK conference:
Save the date: The 16th annual Client Reporting & Communications will take place on 20th & 21st November in London. The agenda is in production, so if you would like to have input or participate, please get in touch.
Client Reporting & Communication UK 2011 included:
DATA MANAGEMENT – AXA INVESTMENT MANAGERS CASE STUDY
- Who owns the data and where is it held?
- Why does it seem so many data management projects fail?
- Is 100% data accuracy an unrealistic aim?
MIND THE GAP – A PENSION TRUSTEE’S VIEW ON WHAT’S REQUIRED AND WHAT’S PROVIDED
- Understanding trustee pressures, priorities and requirements
- Why has the gap grown and can it be closed?
- How can asset managers complement adviser reporting?
- Is it possible for asset managers to cross sell through reporting without annoying their clients?
THE CLIENT REPORTING & SERVICING TEAM
- What skill sets should they have?
- Where do they fit in the organisation?
- Team building and getting the most out of individuals
- The impact of empowering the business to build their own reports
KIID – SNAPSHOT FROM A PRODUCTION POINT OF VIEW
- KIID as a standard, yet with individual demands by clients and bank-internal units – the challenge to meet expectations and win trust of all KIID stakeholders
- Ensuring permanent data accuracy – adequate definition of data ownership
- Ensuring efficient production – clear processes and responsibilities, high automation
- Lessons learned to meet future challenges
DEALING WITH THE UNIQUE CHALLENGES OF CLIENT REPORTING
FOR HNW & UHNW CLIENTS
- Recipients & requirements for HNW client reporting
- Product management & linkage to advisory process
- Challenges in data quality
- Distribution channels & technology
Chaired by:
Simon Harris, Partner, Investment Solutions Consultants LLP
"Chairing this fantastic event is, for me, the highlight of the asset management calendar. with so many leading figures from clients, vendors and consultancies, it's sure to be both challenging and enlightening. don't miss it!"
Featured Speakers:
Andrea Eisenburger ,
Head of Client Reporting & Output Management,
Julius Bär
Charles Spungin,
Managing Director, Global Head of Client Service,
PineBridge Investments
Olivier Debeugny,
Global Head of Corporate Projects and Operational excellence,
AXA Investment Managers
Steve Delo,
CEO, PAN Governance LLP and Chairman,
Moorlands Human Capital
The Client Reporting Event hosted by Osney Media was one of the most gratifying conferences I have attended in my 28 years of money management. There was not an empty seat in the house. Speakers were well-informed and interesting. But most of all, the interactive conversation between panellists and guests allowed everyone to learn that they are not alone in dealing with the day to day Reporting demands of Clients. Each of us, no matter how big or small were able to take away some helpful piece of information.
