---
title: Performance Measurement & Client Reporting Content
description: Speakers and sponsors of the 2025 FTF Performance Measurement & Client Reporting event write about current trends and initiatives.
---

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![PMCR 2026 website header\_content hub](https://blog.ftfnews.com/hs-fs/hubfs/PMCR%202026%20website%20header_content%20hub.jpg?width=2000&height=312&name=PMCR%202026%20website%20header_content%20hub.jpg "PMCR 2026 website header_content hub")

Get Ready for PMCR with the Content Hub!

Explore insightful blogs, articles, podcasts, and videos from our expert speakers, sponsors, and guest contributors—all designed to help you prep for the conversations ahead.

Be sure to check back often for updates or sign-up for the PMCR event mailing list. Don't forget to visit us again after the event for even more valuable content!

[![](https://blog.ftfnews.com/hubfs/FactSet%20Live%20Demo%20Thumbnail%20for%20Content%20Hub%20(3).png)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/factset-live-demo-modernizing-performance-measurement-without-starting-over)

[Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Data Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/data-management), [Performance Attribution](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-attribution), [Performance Analytics](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-analytics), [Technology](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/technology), [Ops Automation](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/ops-automation)

## [FactSet Live Demo: Modernizing Performance Measurement Without Starting Over](https://blog.ftfnews.com/performance-measurement-client-reporting-content/factset-live-demo-modernizing-performance-measurement-without-starting-over)

![Picture of FTF News](https://blog.ftfnews.com/hs-fs/hubfs/FTF%20Logo%20300x300%20White.png?width=50&name=FTF%20Logo%20300x300%20White.png) [FTF News](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/ftf-news) 

 Tue, Oct 27, 2026

Replacing aging performance technology can be daunting, especially when firms have decades of histor...

[Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/factset-live-demo-modernizing-performance-measurement-without-starting-over)

[![](https://blog.ftfnews.com/hubfs/Sibos%20Chat%20with%20Broadridge%20Thumbnail%20for%20Content%20Hub%20(1).png)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/always-on-markets-what-tokenization-means-for-performance-reporting)

[Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Performance Analytics](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-analytics), [Wealth Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/wealth-management), [Digital Assets](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/digital-assets), [Sibos](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/sibos), [Sibos Miami 2026](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/sibos-miami-2026), [Asset Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/asset-management), [Tokenization](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/tokenization), [Tokenized Securities](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/tokenized-securities), [Broadridge](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/broadridge)

## [Always-On Markets: What Tokenization Means for Performance & Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/always-on-markets-what-tokenization-means-for-performance-reporting)

![Picture of Maureen Lowe, Founder & President, FTF](https://blog.ftfnews.com/hs-fs/hubfs/Maureen%20Headshot%20Softened%20Compressed.png?width=50&name=Maureen%20Headshot%20Softened%20Compressed.png) [Maureen Lowe, Founder & President, FTF](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/maureen-lowe-founder-president-ftf) 

 Tue, Sep 29, 2026

[Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/always-on-markets-what-tokenization-means-for-performance-reporting)

[![](https://blog.ftfnews.com/hubfs/Stephanie%20Brown%20Panel%20Recap%202%20Blog%20Image%20-%20PMCR%202026.png)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/panel-recap-with-stephanie-brown-when-to-trust-a.i.-for-client-commentary)

[Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Performance Analytics](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-analytics), [Operational Risk](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/operational-risk), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [Ops Automation](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/ops-automation), [PMCR](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/pmcr), [Daily Challenges](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/daily-challenges), [Client Services](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-services), [Panel Recap](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/panel-recap)

## [When To Trust A.I. for Client Commentary](https://blog.ftfnews.com/performance-measurement-client-reporting-content/panel-recap-with-stephanie-brown-when-to-trust-a.i.-for-client-commentary)

![Picture of Stephanie Brown, Vice President, Business Analyst, Glenmede Trust](https://blog.ftfnews.com/hs-fs/hubfs/Stephanie%20Brown-1.png?width=50&name=Stephanie%20Brown-1.png) [Stephanie Brown, Vice President, Business Analyst, Glenmede Trust](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/stephanie-brown-vice-president-business-analyst-glenmede-trust) 

 Thu, Sep 24, 2026

Firms need to strike the right balance between A.I.-enhanced and human-controlled input for commenta...

[Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/panel-recap-with-stephanie-brown-when-to-trust-a.i.-for-client-commentary)

[![](https://blog.ftfnews.com/hubfs/Vicky%20Berke%20Panel%20Recap%20Blog%20Image%20-%20PMCR%202026.png)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/panel-recap-with-vicky-berke-how-a.i.-can-improve-rfps-and-ddqs)

[Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Performance Analytics](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-analytics), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [Ops Automation](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/ops-automation), [PMCR](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/pmcr), [Daily Challenges](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/daily-challenges), [Client Services](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-services), [Panel Recap](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/panel-recap)

## [How A.I. Can Improve RFPs and DDQs](https://blog.ftfnews.com/performance-measurement-client-reporting-content/panel-recap-with-vicky-berke-how-a.i.-can-improve-rfps-and-ddqs)

![Picture of Vicky Berke, Executive Director, Global Head of Business Development Services, Morgan Stanley Investment Management](https://blog.ftfnews.com/hs-fs/hubfs/Vicky%20Berke%20headshot.jpg?width=50&name=Vicky%20Berke%20headshot.jpg) [Vicky Berke, Executive Director, Global Head of Business Development Services, Morgan Stanley Investment Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/vicky-berke-executive-director-global-head-of-business-development-services-morgan-stanley-investment-management) 

 Thu, Sep 24, 2026

Vicky Berke, executive director, global head of business development services at Morgan Stanley Inve...

[Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/panel-recap-with-vicky-berke-how-a.i.-can-improve-rfps-and-ddqs)

[![](https://blog.ftfnews.com/hubfs/Stephanie%20Brown%20Panel%20Recap%201%20Blog%20Image%20-%20PMCR%202026.png)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/panel-recap-with-stephanie-brown-content-control-needs-the-right-people)

[Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Performance Analytics](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-analytics), [PMCR](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/pmcr), [Daily Challenges](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/daily-challenges), [Client Services](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-services), [Panel Recap](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/panel-recap)

## [Content Control Needs The Right People](https://blog.ftfnews.com/performance-measurement-client-reporting-content/panel-recap-with-stephanie-brown-content-control-needs-the-right-people)

![Picture of Stephanie Brown, Vice President, Business Analyst, Glenmede Trust](https://blog.ftfnews.com/hs-fs/hubfs/Stephanie%20Brown-1.png?width=50&name=Stephanie%20Brown-1.png) [Stephanie Brown, Vice President, Business Analyst, Glenmede Trust](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/stephanie-brown-vice-president-business-analyst-glenmede-trust) 

 Thu, Sep 24, 2026

Stephanie Brown, vice president, business analyst at the Glenmede Trust Co. says that firms need to ...

[Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/panel-recap-with-stephanie-brown-content-control-needs-the-right-people)

[![](https://blog.ftfnews.com/hubfs/Lea%20Augustine%20Panel%20Recap%20Blog%20Image%20-%20PMCR%202026-1.png)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/panel-recap-with-lea-augustine)

[Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Performance Analytics](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-analytics), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [PMCR](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/pmcr), [Client Services](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-services), [Panel Recap](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/panel-recap)

## [Where AI Actually Belongs](https://blog.ftfnews.com/performance-measurement-client-reporting-content/panel-recap-with-lea-augustine)

![Picture of Lea Augustine, Director at Cohen & Steers](https://blog.ftfnews.com/hs-fs/hubfs/Lea%20Augustine%20(1280%20x%201280).png?width=50&name=Lea%20Augustine%20(1280%20x%201280).png) [Lea Augustine, Director at Cohen & Steers](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/lea-augustine-director-at-cohen-steers) 

 Thu, Sep 24, 2026

Lea Augustine, director at Cohen & Steers, shares a different way to think about putting AI to work ...

[Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/panel-recap-with-lea-augustine)

[![](https://blog.ftfnews.com/hubfs/T.%20Rowe%20Price%20to%20Apply%20%E2%80%98Robust%20Governance%E2%80%99%20to%20A.I..jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/t.-rowe-price-to-apply-robust-governance-to-a.i)

[Data Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/data-management), [securities operations](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/securities-operations), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [Ops Automation](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/ops-automation), [Back Office](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/back-office), [Agentic A.I.](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/agentic-a-i)

## [T. Rowe Price to Apply ‘Robust Governance’ to A.I.](https://blog.ftfnews.com/performance-measurement-client-reporting-content/t.-rowe-price-to-apply-robust-governance-to-a.i)

![Picture of Eugene Grygo, Chief Content Officer, FTF News](https://blog.ftfnews.com/hs-fs/hubfs/Minding%20the%20Gap%20260x260-1.jpg?width=50&name=Minding%20the%20Gap%20260x260-1.jpg) [Eugene Grygo, Chief Content Officer, FTF News](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/eugene-grygo-chief-content-officer-ftf-news) 

 Wed, Sep 16, 2026

The asset manager and BBH are embracing A.I. just as the technology is getting pushback about its fu...

[Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/t.-rowe-price-to-apply-robust-governance-to-a.i)

[![](https://blog.ftfnews.com/hubfs/%E2%80%98No%20Two%20Days%20Are%20the%20Same%E2%80%99.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/no-two-days-are-the-same)

[Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Portfolio Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/portfolio-management), [Compliance](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/compliance), [Data Governance](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/data-governance), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [GIPS](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/gips), [Marketing](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/marketing), [Ops Automation](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/ops-automation), [PMCR](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/pmcr), [Client Services](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-services)

## [‘No Two Days Are the Same’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/no-two-days-are-the-same)

![Picture of George Findlay, CIPM, Assistant Vice President, GIPS® Compliance & Performance Oversight, State Street Investment Management](https://blog.ftfnews.com/hs-fs/hubfs/George%20Findlay%20headshot.jpg?width=50&name=George%20Findlay%20headshot.jpg) [George Findlay, CIPM, Assistant Vice President, GIPS® Compliance & Performance Oversight, State Street Investment Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/george-findlay-cipm-assistant-vice-president-gips-compliance-performance-oversight-state-street-investment-management) 

 Mon, Feb 23, 2026

George Findlay, a GIPS compliance overseer at State Street Investment Management, is looking forward...

[Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/no-two-days-are-the-same)

[![](https://blog.ftfnews.com/hubfs/%E2%80%98Providing%20New%20Insight%20Is%20the%20Most%20Rewarding%E2%80%99.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/providing-new-insight-is-the-most-rewarding)

[Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Portfolio Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/portfolio-management), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [Ops Automation](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/ops-automation), [PMCR](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/pmcr), [Client Services](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-services)

## [‘Providing New Insight Is the Most Rewarding’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/providing-new-insight-is-the-most-rewarding)

![Picture of Stephen Simmons, CFA, FRM, Head of Data & Performance Reporting, H.I.G. Capital](https://blog.ftfnews.com/hs-fs/hubfs/Stephen%20Simmons%20headshot_edited.png?width=50&name=Stephen%20Simmons%20headshot_edited.png) [Stephen Simmons, CFA, FRM, Head of Data & Performance Reporting, H.I.G. Capital](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/stephen-simmons-cfa-frm-head-of-data-performance-reporting-h-i-g-capital) 

 Mon, Feb 23, 2026

More than anything else, Stephen Simmons at H.I.G. Capital says he is looking for previously unavail...

[Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/providing-new-insight-is-the-most-rewarding)

[![](https://blog.ftfnews.com/hubfs/PERFOR~4.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-has-not-kept-pace-with-private-markets)

[Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Data Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/data-management), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [Ops Automation](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/ops-automation), [PMCR](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/pmcr), [Client Services](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-services)

## [‘Performance Has Not Kept Pace with Private Markets’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-has-not-kept-pace-with-private-markets)

![Picture of Edward Kim, CFA, Investment Performance & Analytics Leader](https://blog.ftfnews.com/hs-fs/hubfs/Edward%20Kim%20headshot_edited.jpg?width=50&name=Edward%20Kim%20headshot_edited.jpg) [Edward Kim, CFA, Investment Performance & Analytics Leader](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/edward-kim-cfa-investment-performance-analytics-leader) 

 Fri, Feb 20, 2026

Performance measurement frameworks need to catch up to the fast-paced private markets, says Edward K...

[Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-has-not-kept-pace-with-private-markets)

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