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 Everett (Morgan Stanley)—to develop an even stronger agenda. But this time, we’re doing things a bit differently by looking to our broader audience for additional insights.
Why We’re Asking for Your Help
PMCR 2025 delivered strong results with a 4.7 out of 5 rating from attendees and feedback like “This was the best Performance Analysis event I’ve taken part in” and “A true value-add working conference.” But our investment and wealth management attendees provided important feedback on the event survey: they want more.
More targeted content. More practical takeaways. More opportunities to connect with peers facing similar challenges.
What We’re Considering for the 2026 Conference
Based on conversations with attendees and industry trends we’re seeing across investment management and wealth management firms, we’re exploring two major additions for PMCR 2026:
A third content stream that would run alongside our existing Performance Measurement and Client Reporting tracks. We’re weighing two options: one focused on RFP processes and client services, and another centered-on wealth management and retail client experiences for financial advisors.
Pre-conference workshops that would dive deeper into specific topics like practical applications of new technologies in investment reporting, data reconciliation masterclasses, and private markets performance measurement for institutional investors.
The Challenge We Face in Conference Planning
Here’s the thing about conference planning: we can make educated guesses about what our attendees want to hear, but we’d rather just ask you directly. Every year, we see the performance measurement and client reporting functions evolving. New regulations, new technologies, new client expectations. What worked three years ago might not serve today’s performance measurement and client reporting professionals.
That’s why we’ve put together a 2-3 minute short survey designed to help us understand what would make PMCR 2026 most valuable for you and your colleagues.
As a thank you for your time, survey participants will receive early-bird access to PMCR 2026 registration and pricing. Plus, we’re giving away two complimentary conference passes—meaning you and a colleague could attend PMCR 2026 at no cost. It’s our way of showing appreciation for the professionals who help us build the conference the industry actually needs.
Your Voice Matters
The performance measurement and client reporting community is relatively small, which means every voice from asset managers, wealth management firms, pension funds, insurance companies, and institutional investors carries weight. When someone tells us they need more technical content on portfolio reporting, or that they’d love to bring a colleague if the topics were broader, we listen.
This survey is our way of making sure we’re building the conference you actually want to attend, not just the one we think you should attend.
What’s Next for PMCR 2026
We’ll keep the survey open through the end of August, analyze the results with our Board of Advisors, and implement the feedback into next year’s agenda based on what we learn. As always, we’ll share updates with our performance measurement and client reporting network.
Thanks for being part of this process. PMCR wouldn’t be what it is without the investment professionals who show up, participate, and help each other tackle the challenges we all face in this industry.
Ready to weigh in? Take our quick survey and help us shape the 2026 PMCR conference in NYC.
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