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In the current climate, the pressure on performance teams to provide insight into what has contributed to returns is at an all-time high. Knowing what works is essential to firms being able to improve future performance. With greater global market volatility and client pressure to lower fees, performance teams are not only having to produce granular and highly detailed analysis from across the organization, but must do it in an efficient and cost-effective way. It is therefore more important now than ever that performance teams have the necessary tools in place to make sense of the vast amounts of data that they are faced with. They also must prepare for digital transformations and leverage emerging technologies that have rapidly changed the landscape for asset managers and their clients. Just as these pressures are building, firms have to act fast to meet and exceed client needs.

Performance-Book-of-Record in 2020

  • What is a PBOR?
    • How is it different from an IBOR and ABOR? How are they alike?
    • Why is it important?
  • How has the performance team’s function changed?
    • Key challenges firms are faced with when it comes to PBOR
  • How are firms leveraging technology?
    • Managing data across internal systems/integration
    • How do firms manage their PBOR in the context of:
      • Increased data volume
      • Increased data complexity
  • What budgetary impact does a maintaining a PBOR have?
    • Cost to build a PBORs, areas of savings, necessary investments
    • Insourcing VS. Outsourcing
  • How firms make use of new data visualization and exploration technologies to gain rapid insights

WATCH: "Performance Teams Under Pressure: Managing the data, tools, and technology in a rapidly changing landscape"

  • Kate Maryniak, Head of Product Management, Confluence
  • Lance Gardiner, Product Manager, Reporting Solutions, Broadridge
  • Richard Mailhos, Principal Consultant Meradia




Self Service - Why it is more important now than ever



What exactly is a PBOR and why is it important to next level growth across the investment management industry?


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