CutterCast: Custom Client Reports – Is this the New Norm?
Feb 15 Thu · 2018 10:30am - 12:00pm EDT
Where:

Virtual

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Event Summary

CutterResearch members discuss how firms are supporting their clients’ requests for custom reports and access to data on their investments. Panelists share best practices for optimizing standard reports, and managing custom report processes, enabling data access, and their experience with the tools and solution providers they employ for this purpose.

Speakers

Cutter

Linda Bertone

Principal, Client Services

Cindy Sealey, CFA

Principal – Practice Lead, Client Facing
Guests

Eric Fender

Head of North America Client Reporting/Servicing, Invesco

Robert Morales

Head of Global Client Reporting, Western Asset

Suzanne Poyant

Vice President, Operations, Income Research + Management

Peter Smith

Vice President, Global Client Service Support, Franklin Templeton

Allison Volpe

Assistant Vice President, Operations, Income Research + Management

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.