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Evolving Client Reporting to Drive Client Growth

24 April 2023
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Evolving Client Reporting to Drive Client Growth

24 April 2023

Crucial to winning and retaining market share in third-party investment management is ensuring clients feel well-informed through effective reporting processes. Building knowledge through an intimate discussion led by industry experts, Clear Path Analysis invites you to attend the “Evolving Client Reporting to Drive Client Growth” report, produced in partnership with Instinct Digital.

With on-going popularity in ESG investments being at the core of the practice, investment managers seek to deliver efficient sustainability reporting structure. This report brings together leading client reporting, experience, and operational experts to debate and dissect methods to optimising the client reporting process.

HOW TO TAKE CLIENT REPORTING FROM BEING HYGIENE TO DIFFERENTIATOR

A path to digital maturity - evolving traditional client reporting from first stage automation and operational efficiency through to full scale digital client experience to drive client retention and growth

Cassian Scott, CEO, Instinct Digital

Exploring the challenges and solutions for creating an optimal client reporting structure: liquid and illiquid assets, digital client experience, buy-in of stakeholders and sustainability reporting.

Discussion points:

Stakeholders buy-in
Redefining the client experience
Asset diversification
Sustainability reporting

Panelists:

Alasdair Kinloch, Consultant
Michael Clarke, Head of Client Reporting & Performance, Walter Scott & Partners
Martha Fee, Chief Operating Officer, Northern Trust
David Bender, Associate Director, Fiera Real Estate UK

Category :
  • Investment Strategy And Asset Class
People :
  • Alasdair Kinloch
  • Cassian Scott
  • David Bender
  • Martha Fee
  • Michael Clarke
Companies :
  • Fiera Real Estate UK
  • Instinct Digital
  • Northern Trust
  • Walter Scott & Partners
Topics :
  • Client Growth
  • Client Reporting
  • ESG Investments
Instinct

Instinct delivers digital first solutions to simplify investment communication and redefine how investment managers engage with their clients. We offer an integrated suite of reporting solutions that help investment firms digitally engage and communicate with their investors across marketing, sales and client services. Powering all our solutions is AMID, a digital-first investment communication platform that enables investment firms to deliver accurate data, consistent reporting standards and a superior client experience – faster and at scale across digital and traditional channels – from one single platform. We seek to deliver new perspectives and alternative ways for investment firms to communicate in a digital age, drawing on deep UX experience and commitment to enabling the market. Headquartered in London, we have built long term partnerships with investment managers in the UK, Europe and North America

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1. Who We Are

This site is operated by Clear Path Analysis Limited. We are a company registered in England and Wales under company number 07115727. Our registered office is at 601 London Road, Westcliff-On-Sea, England, SS0 9PE. Our VAT number is 983875650.

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This page (together with the documents referred to on it) tells you the terms of use on which you may make use of our website www.clearpathanalysis.com (our “site”) and content viewed, requested or received through it, whether as a guest or a registered user. Please read these terms of use carefully before you start to use the site. By using our site, you indicate that you accept these terms of use and that you agree to abide by them. If you do not agree to these terms of use, please refrain from using our site.

1 Information about Us

www.clearpathanalysis.com is a site operated by Clear Path Analysis Limited (“We”). We are registered in England and Wales under company number 07115727 and have our registered office at The Phoenix Yard, 5-9 Upper Brown Street, Leicester, United Kingdom, LE1 5TE. Our main trading address is The Phoenix Yard, 5-9 Upper Brown Street, Leicester, United Kingdom, LE1 5TE. Our VAT number is 983875650. We are a limited company.

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(e) loss of data;

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(g) wasted management or office time; and

(h) for any other loss or damage of any kind, however arising and whether caused by tort (including negligence), breach of contract or otherwise, even if foreseeable, provided that this condition shall not prevent claims for loss of or damage to your tangible property or any other claims for direct financial loss that are not excluded by any of the categories set out above.

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7 Information about you and your visits to our site

We process information about you in accordance with our Privacy Policy [See Privacy Policy below]. By using our site, you consent to such processing and you warrant that all data provided by you is accurate.

8 Transactions concluded through our site

Contracts for the supply of services or information formed through our site or as a result of visits made by you are governed by our terms and conditions of supply.

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9.2 By breaching this provision, you would commit a criminal offence under the Computer Misuse Act 1990. We will report any such breach to the relevant law enforcement authorities and we will co-operate with those authorities by disclosing your identity to them. In the event of such a breach, your right to use our site will cease immediately.

9.3 We will not be liable for any loss or damage caused by a distributed denial-of-service attack, viruses or other technologically harmful material that may infect your computer equipment, computer programs, data or other proprietary material due to your use of our site or to your downloading of any material posted on it, or on any website linked to it.

10 Linking to our site

10.1 You may link to our home page, provided you do so in a way that is fair and legal and does not damage our reputation or take advantage of it, but you must not establish a link in such a way as to suggest any form of association, approval or endorsement on our part where none exists.

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11 Links from our site

Where our site contains links to other sites and resources provided by third parties, these links are provided for your information only. We have no control over the contents of those sites or resources, and accept no responsibility for them or for any loss or damage that may arise from your use of them.

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12.2 These terms of use and any dispute or claim arising out of or in connection with them or their subject matter or formation (including non-contractual disputes or claims) shall be governed by and construed in accordance with the law of England and Wales.

13 Trademarks

Clear Path and Clear Path Analysis are trademarks Clear Path Analysis Limited.

14 Variations

We may revise these terms of use at any time by amending this page. You are expected to check this page from time to time to take notice of any changes we made, as they are binding on you. Some of the provisions contained in these terms of use may also be superseded by provisions or notices published elsewhere on our site.

15 Your concerns

If you have any concerns about material which appears on our site, please contact marketing@clearpathanalysis.com.

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