Performance Measurement & Client Reporting Content

Home
Content Hub
About
Program
Location
Sponsors
- Meet the Sponsors
- Become a Sponsor
REGISTER NOW

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, Portfolio Management, Compliance, Data Governance, Artificial Intelligence (A.I.), GIPS, Marketing, Ops Automation, PMCR, Client Services

‘No Two Days Are the Same’

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

Performance Measurement, Client Reporting, Portfolio Management, Compliance, Artificial Intelligence (A.I.), Risk Management, Ops Automation, PMCR, Client Services

‘Mistakes Are Never as Bad as We Think They Are’

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

Performance Measurement, Client Reporting, Compliance, Artificial Intelligence (A.I.), Marketing, Ops Automation, PMCR, Client Services

‘Be A Problem Solver’

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

Performance Measurement, Client Reporting, Compliance, SEC Marketing Rule, GIPS

Q&A: SEC Marketing Rule Remains a Hot Topic

$Picture of {{ content.blog_author.display_name }}$ Mike Kendall, Director, Solutions Management, Investment Management Market

Mon, Feb 24, 2025

More than two years into the enforcement of the SEC Marketing Rule, firms are continuing to adapt to...

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

UMAs Are Popular But They Have Reporting Challenges

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

Performance Measurement, Data Management, Operational Risk, securities operations, Operational Data Management, Compliance

What’s at the Heart of Investment Skills?

$Picture of {{ content.blog_author.display_name }}$ Rick Di Mascio, Founder & Chief Executive, Inalytics

Tue, Dec 12, 2023

Investment skill is the raison d’être of the asset management industry. Asset managers are paid to h...

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.

Click to Be Notified on All Event Updates