--- title: Performance Measurement & Client Reporting Content | Artificial Intelligence (A.I.) (2) description: Artificial Intelligence (A.I.) | Speakers and sponsors of the 2025 FTF Performance Measurement & Client Reporting event write about current trends and initiatives. (2) --- [Skip to content](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i/page/2#main-content) [![ftf-logo](https://blog.ftfnews.com/hs-fs/hubfs/ftf-logo.jpg?width=184&height=85&name=ftf-logo.jpg "ftf-logo")](https://www.ftfnews.com/) - [Home](https://pages.ftfnews.com/event-homepage-pmcr-2027) - [PMCR New York](https://pages.ftfnews.com/pmcr-2027-new-york) - [PMCR London](https://pages.ftfnews.com/event-homepage-pmcr-2027-get-notified) - Program - [Event Agenda - NYC](https://pages.ftfnews.com/pmcr-2027-agenda) - [Event Agenda - London](https://pages.ftfnews.com/agenda-pmcr-2027-london) - [Speak For Us - NYC](https://pages.ftfnews.com/speak-for-us-at-pmcr) - [Speak for Us - London](https://pages.ftfnews.com/speak-for-us-at-pmcr-london) - Sponsors - [Become a Sponsor - NYC](https://pages.ftfnews.com/pmcr-2027-become-a-sponsor) - [Become a Sponsor - London](https://pages.ftfnews.com/pmcr-2027-become-a-sponsor-london) - [Content Hub](https://blog.ftfnews.com/performance-measurement-client-reporting-content) - Contact Us - [Contact Us - New York](https://pages.ftfnews.com/contact-us-pmcr-new-york) - [Contact Us - London](https://pages.ftfnews.com/contact-us-pmcr-london) [REGISTER NOW AT THE PRE-AGENDA RATE!](https://pages.ftfnews.com/event-registration-2026) ![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/%E2%80%98Traditional%20Roles%20Will%20Give%20Way%E2%80%99.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/traditional-roles-will-give-way) [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 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), [Risk Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/risk-management), [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) ## [‘Traditional Roles Will Give Way’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/traditional-roles-will-give-way) ![Picture of Vijay Batavia, CFA, CPA, CFO Squad - Strategic Consultant](https://blog.ftfnews.com/hs-fs/hubfs/Vijay%20Batavia%20headshot.JPG.jpg?width=50&name=Vijay%20Batavia%20headshot.JPG.jpg) [Vijay Batavia, CFA, CPA, CFO Squad - Strategic Consultant](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/vijay-batavia-cfa-cpa-cfo-squad-strategic-consultant) Tue, Feb 17, 2026 So says consultant Vijay Batavia in a Q&A that explores the transformation coming for investment int... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/traditional-roles-will-give-way) [![](https://blog.ftfnews.com/hubfs/%E2%80%98Step%20Into%20Problems%20That%20Are%20Not%20Yours%E2%80%99.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/step-into-problems-that-are-not-yours) [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) ## [‘Step Into Problems That Are Not Yours’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/step-into-problems-that-are-not-yours) ![Picture of Shankar Venkatraman, CFA, FRM, vice president of performance measurement and client reporting for global asset manager, American Century Investments](https://blog.ftfnews.com/hs-fs/hubfs/Shankar%20Photo%202023.jpeg?width=50&name=Shankar%20Photo%202023.jpeg) [Shankar Venkatraman, CFA, FRM, vice president of performance measurement and client reporting for global asset manager, American Century Investments](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/shankar-venkatraman-cfa-frm-vice-president-of-performance-measurement-and-client-reporting-for-global-asset-manager-american-century-investments) Tue, Feb 17, 2026 Shankar Venkatraman at American Century Investments says that acting outside the box will yield unex... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/step-into-problems-that-are-not-yours) [![](https://blog.ftfnews.com/hubfs/%E2%80%98Performance%20Measurement%20Has%20Never%20Been%20More%20Important%E2%80%99.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-measurement-has-never-been-more-important) [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), [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 Measurement Has Never Been More Important’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-measurement-has-never-been-more-important) ![Picture of Lawrence Burns, Executive Director, Head of Investment Performance Reporting Operations, Morgan Stanley Wealth Management](https://blog.ftfnews.com/hs-fs/hubfs/Larry%20Burns%20headshot_edited.jpg?width=50&name=Larry%20Burns%20headshot_edited.jpg) [Lawrence Burns, Executive Director, Head of Investment Performance Reporting Operations, Morgan Stanley Wealth Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/lawrence-burns-executive-director-head-of-investment-performance-reporting-operations-morgan-stanley-wealth-management) Fri, Feb 13, 2026 Lawrence Burns at Morgan Stanley Wealth Management says the need for excellence in performance measu... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-measurement-has-never-been-more-important) [![](https://blog.ftfnews.com/hubfs/%E2%80%98Mistakes%20Are%20Never%20as%20Bad%20as%20We%20Think%20They%20Are%E2%80%99-1.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/mistakes-are-never-as-bad-as-we-think-they-are) [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), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [Risk Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/risk-management), [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) ## [‘Mistakes Are Never as Bad as We Think They Are’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/mistakes-are-never-as-bad-as-we-think-they-are) ![Picture of Pamela Everett, Executive Director, Client Reporting, Morgan Stanley Wealth Management](https://blog.ftfnews.com/hs-fs/hubfs/Pam%20Everett%20headshot_edited.jpg?width=50&name=Pam%20Everett%20headshot_edited.jpg) [Pamela Everett, Executive Director, Client Reporting, Morgan Stanley Wealth Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/pamela-everett-executive-director-client-reporting-morgan-stanley-wealth-management) Fri, Feb 13, 2026 Pamela Everett at Morgan Stanley Wealth Management says that knowing the real importance of an error... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/mistakes-are-never-as-bad-as-we-think-they-are) [![](https://blog.ftfnews.com/hubfs/%E2%80%98A.I.%20Will%20Never%20Supplant%20Relationship%20Building%E2%80%99%20(1).jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/a.i.-will-never-supplant-relationship-building) [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), [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) ## [‘A.I. Will Never Supplant Relationship Building’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/a.i.-will-never-supplant-relationship-building) ![Picture of Evan Witkowski, CIPM, Director, Institutional Relationships, Wespath Institutional Investments](https://blog.ftfnews.com/hs-fs/hubfs/Evan%20Witkowski%20headshot.jpg?width=50&name=Evan%20Witkowski%20headshot.jpg) [Evan Witkowski, CIPM, Director, Institutional Relationships, Wespath Institutional Investments](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/evan-witkowski-cipm-director-institutional-relationships-wespath-institutional-investments) Fri, Feb 13, 2026 In this special Q&A, Evan Witkowski at Wespath Institutional Investments focuses on how A.I. can unc... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/a.i.-will-never-supplant-relationship-building) [![](https://blog.ftfnews.com/hubfs/Be%20a%20Problem%20Solver%20-LRoth.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/be-a-problem-solver) [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), [Compliance](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/compliance), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [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) ## [‘Be A Problem Solver’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/be-a-problem-solver) ![Picture of Lisa Roth, Principal and Director of Marketing Operations, Pzena Investment Management](https://blog.ftfnews.com/hs-fs/hubfs/Lisa%20Roth%20Headshot%20300ppi.jpg?width=50&name=Lisa%20Roth%20Headshot%20300ppi.jpg) [Lisa Roth, Principal and Director of Marketing Operations, Pzena Investment Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/lisa-roth-principal-and-director-of-marketing-operations-pzena-investment-management) Tue, Feb 10, 2026 Lisa Roth at Pzena Investment Management says it’s not enough to just identify the pain points and p... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/be-a-problem-solver) [![](https://blog.ftfnews.com/hubfs/%E2%80%98Performance%20Groups%20Need%20to%20Add%20Value%E2%80%99%20-%20DCarey.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-groups-need-to-add-value) [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), [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) ## [‘Performance Groups Need to Add Value’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-groups-need-to-add-value) ![Picture of Daniel Carey, Head of Performance, North America, Insight Investment](https://blog.ftfnews.com/hs-fs/hubfs/Daniel_Headshot_1-2.jpg?width=50&name=Daniel_Headshot_1-2.jpg) [Daniel Carey, Head of Performance, North America, Insight Investment](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/daniel-carey-head-of-performance-north-america-insight-investment) Mon, Feb 9, 2026 Daniel Carey at Insight Investments says that performance teams must strive to provide deeper levels... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-groups-need-to-add-value) [![](https://blog.ftfnews.com/hubfs/Stay%20Endlessly%20Curious.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/stay-endlessly-curious) [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), [Client Services](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-services) ## [‘Stay Endlessly Curious’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/stay-endlessly-curious) ![Picture of Lorraine Tutovic, CIPM, Senior Vice President, Performance Analytics, Cohen & Steers](https://blog.ftfnews.com/hs-fs/hubfs/Lorraine%20Tutovic%20-%20IMG_6341.jpg?width=50&name=Lorraine%20Tutovic%20-%20IMG_6341.jpg) [Lorraine Tutovic, CIPM, Senior Vice President, Performance Analytics, Cohen & Steers](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/lorraine-tutovic-cipm-senior-vice-president-performance-analytics-cohen-steers) Wed, Jan 28, 2026 Lorraine Tutovic at Cohen & Steers has agreed to take part in two PMCR 2026 sessions and to answer a... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/stay-endlessly-curious) [![](https://blog.ftfnews.com/hubfs/%E2%80%98A%20Massive%20Excel%20Workbook%20Is%20a%20Ticking%20Bomb%E2%80%99.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/a-massive-excel-workbook-is-a-ticking-bomb) [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), [Wealth Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/wealth-management), [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) ## [‘A Massive Excel Workbook Is a Ticking Bomb’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/a-massive-excel-workbook-is-a-ticking-bomb) ![Picture of Michael Margulis, Vice President, Investment Performance & Analytics, Ameriprise Financial](https://blog.ftfnews.com/hubfs/Michael%20Margulis-Dec-14-2023-02-36-21-8683-PM.jfif) [Michael Margulis, Vice President, Investment Performance & Analytics, Ameriprise Financial](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/michael-margulis-vice-president-investment-performance-analytics-ameriprise-financial) Mon, Jan 26, 2026 Michael Margulis at Ameriprise Financial is no stranger to operational and IT challenges that stem f... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/a-massive-excel-workbook-is-a-ticking-bomb) [![](https://blog.ftfnews.com/hubfs/GettyImages-1391594880.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/progress-and-iteration-matter-more-than-perfection) [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), [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) ## [‘Progress and Iteration Matter More than Perfection’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/progress-and-iteration-matter-more-than-perfection) ![Picture of Caitlin Kneram, Partner, Head of Reporting and Performance Analytics, Fort Point Capital Partners](https://blog.ftfnews.com/hs-fs/hubfs/Caitlin%20Kneram%20headshot_edited.jpg?width=50&name=Caitlin%20Kneram%20headshot_edited.jpg) [Caitlin Kneram, Partner, Head of Reporting and Performance Analytics, Fort Point Capital Partners](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/caitlin-kneram-partner-head-of-reporting-and-performance-analytics-fort-point-capital-partners) Fri, Jan 23, 2026 Caitlin Kneram at Fort Point Capital Partners focuses on how to meet the challenges of more asset ty... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/progress-and-iteration-matter-more-than-perfection) [First](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i) [Prev](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i) [1](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i) [2](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i/page/2) [3](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i/page/3) [4](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i/page/4) [Next](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i/page/3) [Last](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i/page/4) ## 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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