This replay benchmarks the client portal experience of leading wealth managers and private banks worldwide.
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CutterCast: Performance Measurement and Attribution Practices Benchmarking Results
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In today's competitive and increasingly global economy, investment managers are focused on retaining clients by delivering and reporting on strong portfolio performance.
In this CutterCast, we share key trends and takeaways from our Performance Measurement and Attribution Practices survey. The survey focuses on the systems, processes, and organization required to accurately measure performance and effectively publish results for internal and external consumers.
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