George Findlay, a GIPS compliance overseer at State Street Investment Management, is looking forward to talking to many people about the GIPS standards and implementations at PMCR 2026.
FinTech Ops
‘Providing New Insight Is the Most Rewarding’
More than anything else, Stephen Simmons at H.I.G. Capital says he is looking for previously unavailable insights.
FinTech Ops
‘Performance Has Not Kept Pace with Private Markets’
Performance measurement frameworks need to catch up to the fast-paced private markets, says Edward Kim, CFA, who has spent more than two decades in performance measurement and client reporting.
FinTech Ops
‘Customer Experience Drives Revenue’
John A. Salagaj, vice president, client experience at J.P. Morgan Asset Management, took a few questions about his efforts to advance the customer experience at the firm.
FinTech Ops
‘Performance Measurement Found Me’
Michael Beck, an independent consultant, comments on the changes he has seen in a profession that still challenges him to help shape client risk and investment decisions.
FinTech Ops
‘Operations is Not a One-Size-Fits-All Function’
Peter D’Onofrio at Neuberger Berman says investment operations is becoming increasingly customized as the needs of clients, products, and reporting rapidly diverge.
Client Reporting
‘A.I. Is About Operating as One Team’
Organizations that are exploring A.I. are moving beyond experimentation, getting creative, and even having fun with it, says Nadine Kawkabani at MFS Investment Management.
FinTech Ops
‘Traditional Roles Will Give Way’
So says consultant Vijay Batavia in a Q&A that explores the transformation coming for investment intelligence and operating models.
Client Reporting
‘Step Into Problems That Are Not Yours’
Shankar Venkatraman at American Century Investments says that acting outside the box will yield unexpected, positive results.
Client Reporting
‘Performance Measurement Has Never Been More Important’
Lawrence Burns at Morgan Stanley Wealth Management says the need for excellence in performance measurement and client reporting is needed now more than ever.
