When it comes to investment monitoring, many trustees still rely on reports from investment consultants and the associated manual data consolidation and client reporting processes. Discover how technology is creating a better future.
As investor service expectations evolve in their pursuit of clearer insights, new risk metrics and visually compelling reports, asset managers need the on-demand flexibility to keep up. Find out how Sesame revolutionises reporting for asset managers.
Intergenerational wealth transfer is one of the main causes of client attrition, as clients pass and beneficiaries take their assets elsewhere. How can technology help multi-family offices deepen relationships with future generations.
With risk management an increasingly central focus in investor and consultant due diligence examinations, asset managers’ ability to attract allocations is ever more closely tied to their risk capabilities.
Risk management is a complex domain of expertise. Navigating today’s fast-paced, globalised investment world takes a proven infrastructure, along with specialist risk and technology skillsets to deliver the timely, high-quality results allocators expect.