Next Generation Performance Measurement: Why a Great Workflow Is an Asset Manager’s Best Friend

Date: October 27, 2016

Workflow is the treadmill of asset management. This isn’t to un-glamourize it: it’s an essential component as the data around thousands of portfolios flow in. 

With the right workflow, asset managers can control the entire process, identify any rogue errors, and deliver perfect from beginning to end.

Take a look at our SlideShare presentation to see why a great workflow really is your best friend in good times and bad times.



  • Workflow should be highly visual and easy to interpret at a glance.
  • It should guide you intuitively through each step of the process.
  • The idea is to be able to get from A to Z with minimal fuss.
  • This makes for better operational efficiency and leaves more time for more valuable tasks.


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.