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Pre-Event Content

Get Ready for Event Discussions with Pre-Event Content from Our Speakers and Sponsors.

Performance Measurement, Client Reporting, Data Management, Performance Attribution, Performance Analytics, Digital Transformation, Compliance, Data Governance, Artificial Intelligence (A.I.), Data Silos, SEC Marketing Rule

Dismantling Data Silos Boosts Regulatory Compliance: Q&A

Rab Govil, CEO and founder of Naehas

Tue, Feb 27, 2024

(As performance and client reporting teams — and other internal groups — gear up to comply with the ...

Performance Measurement, Client Reporting, Information Technology (IT), Data Management, fund accounting, data warehouse, cloud-native, FTF Exchange Podcast, Open Source, API

SHOULD CLIENT REPORTING BE ON-DEMAND LIKE NETFLIX?: PODCAST

Eugene Grygo, Chief Content Officer, FTF News

Mon, Feb 26, 2024

Performance Measurement, Client Reporting, Information Technology (IT), Data Management, Artificial Intelligence (A.I.), Data Science, fund accounting, data warehouse, cloud-native, FTF Exchange Podcast

Ops Needs an Accounting & Data Warehouse Paradigm Shift: Podcast

Eugene Grygo, Chief Content Officer, FTF News

Thu, Feb 22, 2024

Performance Measurement, Client Reporting, Information Technology (IT), Data Management, Artificial Intelligence (A.I.), Data Science

A.I. Will Smooth Out Bumps in Ops: Podcast

Eugene Grygo, Chief Content Officer, FTF News

Thu, Feb 15, 2024

You can also listen to this podcast directly on the FTF News website. Systems based on artificial in...

Performance Measurement, Client Reporting, Data Management, Performance Attribution, Performance Analytics, Operational Data Management, Data Governance, Artificial Intelligence (A.I.), Natural Language Generation, Wealth Management

Natural Language Generation: Sailing Through Your Data Lakes

Nayan Madhamshettiwar is a managing director, professional services for First Rate, Inc.

Mon, Feb 12, 2024

While most might not admit it, many wealth managers are drowning in their data lakes.

Performance Measurement, Client Reporting, Data Management, Performance Attribution, Performance Analytics, GIPS News, Data Governance

Meet Your PMCR Chairperson: Ambika D’Souza

Eugene Grygo, Chief Content Officer, FTF News

Tue, Feb 6, 2024

(Ambika D’Souza, CIPM, CSPO, is serving as the chairperson for Financial Technology Forum’s Performa...

Performance Measurement, Client Reporting, Technology, Outsourcing

Outsourcing Client Reporting: What Are the Options?

Susan Agbenoto, Director Investment Performance, Opus Investment Management

Tue, Jan 23, 2024

What is client reporting?

Performance Measurement, Client Reporting, Data Management, Data Governance

Data Governance to the Rescue?

Ambika D’Souza CIPM, CSPO

Tue, Jan 16, 2024

Is data governance the silver bullet for all your data issues? Has the marriage of performance depar...

Performance Measurement, separately managed accounts, Tax

Calculating Value Add at Scale for Tax-Managed Accounts

Picture of Shankar Venkatraman, CFA, FRM, vice president of performance measurement and client reporting for global asset manager, American Century Investments

Shankar Venkatraman, CFA, FRM, vice president of performance measurement and client reporting for global asset manager, American Century Investments

Tue, Jan 2, 2024

In this post, we will explain what tax-managed separately managed accounts (SMAs) are, clarify terms...

Performance Measurement, Data Management, Regulatory Reporting, securities operations, Compliance, UMA, Unified Managed Account

UMAs Are Popular But They Have Reporting Challenges

Michael Margulis, vice president and officer, investment performance and analytics, for Ameriprise Financial

Thu, Dec 14, 2023

What is a unified managed account also known as a UMA?

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Check Back Regularly For More Pre-Event Content

Stay tuned for more engaging blog posts by our esteemed event speakers as we count down to the conference on February 29, 2024.

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