(P. McKay Marschalk Jr., CFA, vice president, director, reporting and distribution product management at FactSet, took time out of his busy schedule to answer questions about current data demands, outsourcing vs. internal control, third-party databases and questionnaires, and FactSet’s embrace of a generative A.I. commentary solution. The through-line for all of these concerns is maintaining… Read More >>
Why Client Reporting No Longer Burdens Firms: Q&A
(The client reporting space has come a long way since the days when it was viewed as only a back-office, administrative function, says Stuart Keeler who is managing director of SimCorp’s Coric offering. Over the years, the potential of optimal client reporting has been historically underestimated, Keeler adds. At SimCorp, Keeler oversees the growth of… Read More >>
