CutterCast: Reporting AUM and Asset Flows
Aug 23 Thu · 2018 10:30am - 12:00pm EDT
Where:

Virtual

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Event Summary

Clients, consultants, Outsourced CIO platforms, and internal management all require information on AUM and flows to understand the state of a firm's overall growth and what's happening within investment strategies and vehicles. CutterResearch Members discuss how their firms report AUM and asset flows, manage the process and address challenges.

Speakers

Cutter

Linda Bertone

Principal, Client Services

Cindy Sealey, CFA

Principal – Client-Facing and Wealth
Guests

Laura Coy, CFA

AVP, Portfolio Services, PPM America, Inc.

Serene Gaynor, CPA

Associate, Portfolio Services, PPM America, Inc

Julie Hill

AVP, Senior Financial Analyst II, Legg Mason

Jihae Hwang

Lead Application Analyst - Distribution Technology, Nuveen

John Ross

Director of Analytics and Business Intelligence, Hartford Funds

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