Resources

Let me tell you a story: why boutique asset managers need to drill down into the narrative [SlideShare]

Date: May 26, 2016

Asset managers are under increased pressure to provide a more vibrant picture of past, present and future activity, with underlying data to support decisions made.
For boutique managers operating on more limited resources, this represents a real challenge. How can they create more detailed analysis and reports that satisfy the needs of clients and the regulator?

In this slideshare presentation we explore the issues and find out how new opportunities to combine performance and risk analytics enable managers to construct and deliver more compelling storylines.

To learn more about 13f-2 watch our webinar replay Part 1: Unpacking the SEC's New Disclosure Rules for Shareholders
Join us for Part 2: Operationalizing the SEC's New Disclosure Rules, for Shareholders on December 12.