(As performance and client reporting teams — and other internal groups — gear up to comply with the ...
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,
Operational Data Management,
Data Governance,
Artificial Intelligence (A.I.),
Natural Language Generation,
Wealth Management
Natural Language Generation: Sailing Through Your Data Lakes
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
(Ambika D’Souza, CIPM, CSPO, is serving as the chairperson for Financial Technology Forum’s Performa...
Performance Measurement,
Performance Attribution,
Performance Analytics,
GIPS News,
Regulatory Reporting,
Regulatory Enforcement,
FINRA Rule 2210,
FINRA,
Regulatory Compliance
FINRA Proposal Would Allow Performance Projections & Targets
FINRA is proposing a change to its “Communications with the Public” rule that could let its broker-d...
Performance Measurement,
CFA Institute,
Blockchain/DLT,
Data Management,
Crypto Assets,
Performance Attribution,
Performance Analytics,
Bitcoin,
GIPS News,
Portfolio Management,
Digital Transformation,
Operational Risk
CFA Guide Helps Advance Crypto Asset Valuation
An association for investment professionals, the CFA Institute, says that it is doing its part to fo...
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.