Performance Measurement & Client Reporting Content | Client Reporting (2)

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Get Ready for PMCR 2026 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!

Performance Measurement, Client Reporting

FTF Exchange Podcast: Bridging Performance, Reporting & Risk - Insights from PMCR Chair Todd Juillerat

$Picture of {{ content.blog_author.display_name }}$ Todd Juillerat, CFA

Mon, Feb 24, 2025

In this podcast episode, Todd Juillerat, chair of the upcoming PMCR conference in New York City, sha...

Performance Measurement, Client Reporting

FTF Exchange Podcast: Building Careers, Trust, and Industry Connections: A Deep Dive with Alex Shafran

$Picture of {{ content.blog_author.display_name }}$ Alex Shafran, Senior Vice President, Performance Analytics & Client Reporting at Cohen & Steers

Tue, Feb 4, 2025

In this episode, Maureen Lowe and co-host Nick Holland sit down with Alex Shafran, Senior Vice Presi...

Performance Measurement, Client Reporting, Performance Attribution

New Skillsets & Integrations Are on the Rise for Performance Teams

$Picture of {{ content.blog_author.display_name }}$ FactSet

Tue, Jul 30, 2024

(FactSet provides new insights from a recent report which provided a comprehensive view of where the...

Performance Measurement, Client Reporting, Performance Attribution, GIPS

VIDEO: Performance Teams Need Better Communications with Ops

$Picture of {{ content.blog_author.display_name }}$ Kamelia Dari, CFA, CIPM, head of performance analytics and reporting, Panagram

Tue, Jul 30, 2024

Performance Measurement, Client Reporting, Data Management, Performance Attribution, GIPS, managed services

VIDEO: Intense Ops Spur Demand for Managed Services

$Picture of {{ content.blog_author.display_name }}$ Andrew Manickas, vice president, director, managed services, FactSet

Tue, Jul 30, 2024

Performance Measurement, Client Reporting, Outsourcing

VIDEO: Quick Turnarounds Will Test Your Client Reporting Outsourcer

$Picture of {{ content.blog_author.display_name }}$ Susan Agbenoto, Principal and CEO of Saben Consulting; Independent Consultant

Tue, Jul 30, 2024

Time management concerns constitute a major challenge with outsourced client reporting, says Susan A...

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

$Picture of {{ content.blog_author.display_name }}$ 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

$Picture of {{ content.blog_author.display_name }}$ 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

$Picture of {{ content.blog_author.display_name }}$ 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

$Picture of {{ content.blog_author.display_name }}$ 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...

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