Right First Time: the importance of “working the portfolio” once [SlideShare]

Date: April 19, 2016

Automating process and using data just once – but for many purposes – is increasingly seen as the best way for asset managers to respond to the demand for 24/7 reporting capability.

What are the main challenges and what can firms achieve when they decide to take on the issue? Find out more in the slideshare presentation below.


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.