--- title: "VIDEO: Performance Teams Need Better Communications with Ops" description: Learn how performance teams face challenges with outsourced client reporting and the importance of effective communication with operations for timely results. image: https://blog.ftfnews.com/hubfs/FactSet%20Andrew%20Video%20Interview%20(1).png --- [Skip to content](https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-teams-need-better-communications-with-ops#main-content) Tue, Jul 30, 2024 # VIDEO: Performance Teams Need Better Communications with Ops ![Picture of Kamelia Dari, CFA, CIPM, head of performance analytics and reporting, Panagram](https://blog.ftfnews.com/hs-fs/hubfs/Kamelia%20Dari.jpg?width=50&name=Kamelia%20Dari.jpg) [Kamelia Dari, CFA, CIPM, head of performance analytics and reporting, Panagram](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/kamelia-dari-cfa-cipm-head-of-performance-analytics-and-reporting-panagram) Share: [facebook-f icon](http://www.facebook.com/share.php?u=https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-teams-need-better-communications-with-ops) [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-teams-need-better-communications-with-ops) [Twitter icon](https://twitter.com/intent/tweet?url=https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-teams-need-better-communications-with-ops) [pinterest-p icon](http://pinterest.com/pin/create/link/?url=https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-teams-need-better-communications-with-ops) [envelope icon](mailto:?body=https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-teams-need-better-communications-with-ops) Performance measurement teams sometimes serve as a net to catch errors, which is not optimal for securities-trading firms. The better approach is to have clear lines of communication, according to **Kamelia Dari**, CFA, CIPM, head of performance analytics and reporting, **Panagram.** Dari took part in an *FTF News* video chat recorded during the **Performance Measurement & Client Reporting** conference on February 29 in New York City. Dari was on the “Time to Pick New IT Management Providers?” panel. “Having a clearly set up line of communication between operations or the people that are actually touching the securities, structuring the accounts and the people that are trying to calculate performance or attribution on those securities/portfolios is critical,” Dari says. “Not having a clear channel of communication between those departments will lead to more errors coming through because … performance measurement almost acts like a net to catch errors that flow through,” Dari says. “I would love for the role of performance measurement to be just calculating performance but a lot of it is ensuring that the input is correct.” The video also covers: - The essential components of an optimal outflow of communication for performance and client reporting teams; - The lack of GIPS compliance in the credit space and whether compliance can help; and - A polling question for the panel about the lines of reporting for the performance measurement and client teams. The video chat was recorded during the Performance Measurement & Client Reporting conference, on Feb 29, 2024. [REGISTRATION NOW OPEN for PMCR 2025! Click here to learn more.](https://pages.ftfnews.com/ftf_performance_measurement_and_client_reporting) ### Sign up to receive notifications for all upcoming PMCR blog posts! [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 Attribution](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-attribution), [GIPS](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/gips) ## Related posts [![](https://blog.ftfnews.com/hs-fs/hubfs/FactSet%20Live%20Demo%20Thumbnail%20for%20Content%20Hub%20(3).png?height=200&name=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... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/factset-live-demo-modernizing-performance-measurement-without-starting-over) [![](https://blog.ftfnews.com/hs-fs/hubfs/UBS%20Goes%20Live%20on%20Broadridge%E2%80%99s%20DLT%20Repo%20Platform%20(31).png?height=200&name=UBS%20Goes%20Live%20on%20Broadridge%E2%80%99s%20DLT%20Repo%20Platform%20(31).png)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/quick-turnarounds-will-test-your-client-reporting-outsourcer) [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), [Outsourcing](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/outsourcing) ## [VIDEO: Quick Turnarounds Will Test Your Client Reporting Outsourcer](https://blog.ftfnews.com/performance-measurement-client-reporting-content/quick-turnarounds-will-test-your-client-reporting-outsourcer) ![Picture of Susan Agbenoto, Principal and CEO of Saben Consulting; Independent Consultant](https://blog.ftfnews.com/hs-fs/hubfs/Susan%20Agbenoto-1.jpeg?width=50&name=Susan%20Agbenoto-1.jpeg) [Susan Agbenoto, Principal and CEO of Saben Consulting; Independent Consultant](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/susan-agbenoto) Tue, Jul 30, 2024 Time management concerns constitute a major challenge with outsourced client reporting, says Susan... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/quick-turnarounds-will-test-your-client-reporting-outsourcer) [![](https://blog.ftfnews.com/hs-fs/hubfs/susan-agbenoto-pmcr-content-hub.jpg?height=200&name=susan-agbenoto-pmcr-content-hub.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/navigating-ai-skills-shifts-and-reporting-challenges) [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) ## [Navigating A.I., Skills Shifts, and Reporting Challenges](https://blog.ftfnews.com/performance-measurement-client-reporting-content/navigating-ai-skills-shifts-and-reporting-challenges) ![Picture of Susan Agbenoto, Principal and CEO of Saben Consulting; Independent Consultant](https://blog.ftfnews.com/hs-fs/hubfs/Susan%20Agbenoto-1.jpeg?width=50&name=Susan%20Agbenoto-1.jpeg) [Susan Agbenoto, Principal and CEO of Saben Consulting; Independent Consultant](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/susan-agbenoto) Mon, Oct 21, 2024 In a recent interview with Nick Holland, FTF’s Director of Events and Content Strategy, Susan... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/navigating-ai-skills-shifts-and-reporting-challenges) - [Privacy policy](https://www.ftfnews.com/privacy/) - [Terms and conditions](https://www.ftfnews.com/terms/) [facebook-f icon](https://www.facebook.com/FinancialTechnologiesForum/) [linkedin-in icon](https://www.linkedin.com/company/financial-technologies-forum) [Twitter icon](https://twitter.com/FTFnews) [instagram icon](https://www.instagram.com/ftf_news/) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Kamelia Dari, CFA, CIPM, head of performance analytics and reporting, Panagram", "url" : "https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/kamelia-dari-cfa-cipm-head-of-performance-analytics-and-reporting-panagram" }, "dateModified" : "2024-08-20T19:24:47.942Z", "datePublished" : "2024-07-30T19:43:08.000Z", "headline" : "VIDEO: Performance Teams Need Better Communications with Ops", "image" : [ "https://blog.ftfnews.com/hubfs/FactSet%20Andrew%20Video%20Interview%20(1).png" ], "mainEntityOfPage" : { "@id" : "https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-teams-need-better-communications-with-ops", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://blog.ftfnews.com/hubfs/FTF%20Logo%20-%2050x50px_update.png" }, "name" : "Financial Technologies Forum" } } ``` ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://blog.ftfnews.com/media-transcripts/166019250784/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://39616650.fs1.hubspotusercontent-na1.net/hubfs/39616650/Susan%20Agbenoto%20Opus%20IM%20FINAL.mp4", "dateModified" : "2026-01-12T16:57:10.108Z", "description" : "This interview with Susan Agbenoto at the 2024 PMCR conference covers the many ways a firm can outsource client reporting, deal with time management concerns, and how to work with an outsourcer that is not meeting expectations.", "duration" : "PT9M46.653S", "height" : 1080, "name" : "Navigating Quick Turnarounds in Client Reporting Outsourcing", "thumbnailUrl" : "https://pages.ftfnews.com/hubfs/Susan%20Agbenoto%20Opus%20IM%20FINAL.mp4/medium.jpg", "uploadDate" : "2024-04-30T22:13:46.944Z", "width" : 1920 } ```