Pamela Everett at Morgan Stanley Wealth Management says that knowing the real importance of an error takes time.
Client Reporting
‘Progress and Iteration Matter More than Perfection’
Caitlin Kneram at Fort Point Capital Partners focuses on how to meet the challenges of more asset types, more requests for customization, and a growing array of data sources amid higher client expectations.
Client Reporting
‘I Truly Enjoy Collaborating with Our Users and Vendor Partners’
Stephanie Brown, a business analyst at the Glenmede Trust Company, discusses how collaboration helps achieve client deliverables of the highest quality and scalability.
Automation
‘Be Comfortable with Being Uncomfortable’
Jon Gaspar, a managing director at SLC Management, shares the best piece of advice he ever got and other insights about his career in performance measurement and attribution.
Automation
‘Don’t Be Afraid to Automate Yourself Out of a Job’
Dan Whitley at Lord, Abbett & Co. says he prefers to work with people who have the ingenuity to tackle problems, learn from them, and then take on bigger challenges.
Client Reporting
Help Us Build PMCR 2026: We Want Your Input
Building on the success of PMCR 2025, we’re expanding next year’s performance measurement and client reporting event, taking place February 24-26, 2026, in New York City. We’re working with this year’s Board of Advisors — including Alex Shafran (Cohen & Steers), Ambika D’Souza (Cambridge Associates), Christine Iannacone (Prudential Financial), Janice Kitzman (Cascade Compliance), and Pamela
Automation
Start Your A.I. Journey with Modest, Explainable Wins
It’s time to consider a framework where firms start small, explain results, and scale gradually.
FinTech Ops
How Financial Services Institutions Should Think About Unstructured Data — and Why It Matters for a Sound Enterprise AI Strategy
Being able to leverage unstructured data is a critical part of an effective data strategy for 2025 and beyond. To keep up with the competition and AI-accelerated pace of innovation, businesses must be able to mine the treasure trove of value buried in the mountains of unstructured data that comprise approximately 80% of all enterprise data —
FinTech Ops
Financial Service Firms Can’t Afford to Risk Sanctions Violations
Sanctions violations are increasingly risky for financial firms, given regulators' strict policies and the high costs of non-compliance. Firms must implement proactive measures, including robust screening, updated compliance frameworks, and thorough staff training, to avoid potential penalties. With global sanctions expanding, a lapse could lead to financial and reputational damage, making compliance an essential investment.
Automation
T+1: What Now?
T+1 has clearly arrived in the West, although the views on how this has impacted day-to-day processing will extend globally.
Whether industry firms have taken a tactical or strategic technological approach to covering this market change, the role of technology and the importance of having a highly modernized solution have never been greater.
So, how is technology playing a role – and what are the most important areas that we have seen come through in the transition to T+1 for market participants.
