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    Performance & Analytics
    
    From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies.
    
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    As the investment management industry deals with ever-present data challenges along with increasing demands from clients and regulators to provide more detailed data and granular analysis, we help our clients transform raw data into meaningful insights, providing solutions to complex data challenges.
    
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    Empower your team with regulatory insight and flexible data automation, comprehensive analytics, and automated output through a controlled and auditable system covering all aspects of regulatory risk, compliance and reporting. Increase scalability and efficiency, while you navigate and comply with complicated global regulatory mandates.
    
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    Investor Communications
    
    Improve efficiency, control and scalability by transforming the way you manage investor communications. Through automated content creation, publishing and delivery of regulatory disclosures, financial reports and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications.
    
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    Financial Reporting
    
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    Fund Expense Management
  - ESG Solutions
    ESG Solutions
    
    ESG data and reporting enables institutional investors and asset managers to manage environmental, social and governance (ESG) standards and restrictions reliably and efficiently, to comply with client investment guidelines, to implement client mandates, and to monitor ESG portfolio risks.
    
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Why firms are struggling to meet the looming deadline on the SEC Marketing Rule and how they can accelerate compliance

In a matter of weeks, investment advisers must comply with the SEC’s new Marketing Rule, a detailed, 430-page release centered around requirements to avoid untrue, unsubstantiated, or misleading statements, and to require fair and balanced presentation material.

Will your firm be ready?

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How prepared are you for the November 4 Deadline?

During a recent webinar only 18% – less than one in five – said they were ‘ready to go.’ The same number had doubts that they will make the deadline or were waiting for the deadline to be extended. Ahead of this, we explore the challenges firms have to make sure they will comply with the new rules and how firms can accelerate their plans

Download this eGuide to learn:

What's included in the new SEC Marketing Rule
Why firms and advisers are struggling to meet the deadline
How firms and advisers can accelerate compliance

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Why firms are struggling to meet the looming deadline on the SEC Marketing Rule and how they can accelerate compliance

How prepared are you for the November 4 Deadline?

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