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Customer communication is the new competitive advantage

The competition to keep clients and attract new ones is fierce and many buy-side firms need to upgrade their client servicing models to keep up with the demands of a more sophisticated clientele. In this market environment, pension funds, corporations and institutional investors are demanding more transparency and in-depth data in client reports. In a virtual roundtable event, our panel of industry experts will discuss these new client demands and how both investment managers and hedge funds can build a client communication and reporting service that is both efficient and exceeds client’s expectations.

Date: 11 June 2009
Time: 14.30 - 16.00 (GMT), 15.30 - 17.00 (CET), 9.30 - 11.00 (EST)

Moderator
Julia Schieffer, Founder & Editor-in-Chief, DerivSource

Panellists
Simon Harris, Partner, Investment Solutions Consultants (ISC)
Jonathan Large, Analyst, Mercer
Julian Baines, Middle Office Manager, Royal London Asset Management
Simon Cornwell, Director, Vermilion Software
Joshua Seeman, Manager - Global Operations Client Reporting, Janus Capital Group
Tim Wood, Head of Global Network Management, RBC Dexia

Topics to be discussed by the panel

Customer Demands – What are the new and emerging demands from pension funds, corporations and institutional investors? What level of transparency do they require and what type of information do they need in client reports?

Evolving Role of Client Reporting – What role does client reporting play in customer service today? And how can buy-side firms leverage client reporting services to regain investor confidence?

Client Reporting as a Competitive Advantage – If better information and reporting services can help a firm retain clients, how can it be leveraged to attract new clients?

Building a Better Reporting Operation – What are the greatest operational challenges a firm faces when improving client reporting services in these volatile market conditions? And what are the key ingredients of a successful and well-organised reporting operation?
 

Data Management – What role does data aggregation play in information delivery to customers?
 

Risk Data Needs – How can investment managers and hedge funds support their client’s hunger for risk data?
 

Automation vs. Customisation – How to achieve greater automation of reporting processes without sacrificing customisation?

Best Practices – What are the established best practices for client reporting today?

Value-added Functionality – What valued-added services are now standard and what new functions will clients want tomorrow? How flexible should your Web-based reporting service be?

Who should attend?
Buy-side firms - Hedge Funds and Asset Management Firms
COO, director or head of client reporting, managers of performance, risk measurement & client reporting, middle office operations managers, head of investment accounting and reporting operations, head of client services, head of institutional client services, head of investor services, manager of customer support

Clients – Institutional Investors, Corporations and Pension Funds
COO, CEO, CIO, head of operations

Fund Administrators & Third Party Service Providers
Head of investment performance & reporting services, head of client reporting services, director of business development, operations managers, manager of client services support

Lead Sponsor

Vermilion Software

Vermilion Software is a specialist provider in Client Communications, serving the global Asset Management industry with its market leading product, Vermilion Reporting Suite (VRS).

VRS is a comprehensive reporting solution with integrated Workflow, Process control, Report Generation, Commentary, Data Warehouse, Data Gateway and Web Portal services.

VRS empowers client service professionals to create multilingual, graphical and marketing-quality standardised templates that deliver personalised client reports, promoting efficiencies throughout organisations.

Through our extensive knowledge of both Client Reporting and the Asset Management industry, Vermilion Software sets the standard for implementation, product training and support, and delivers excellence in Client Communications.

www.vermilionsoftware.com

Media Partners

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