The quality of the investment management reports is a crucial aspect in attracting and maintaining clients. Investors want to gain a clear http:\/\/productsdataroom.com\/why-virtual-data-rooms-are-essential-for-investment-banking<\/a> understanding of the investment goal of a portfolio cost, risk and risk levels as well as performance metrics and holdings details.\n<\/p>\n

Depending on the type of business investors will also need to have detailed information about the fees in dollars that they owe in their annual or semi-annual shareholder report. In the case of mutual funds, this might include a breakdown of total fees paid by each individual shareholder and an explanation of how the fees were allocated to the performance of the portfolio.\n<\/p>\n

However, providing this information as part of the overall performance report can be a challenge for a lot of companies. For one thing, the majority of investors keep their money in the broker-dealers’ omnibus accounts. In order to provide personalized fee information, a brokerdealer will need to establish interfaces with the owners of these omnibus accounts to calculate and distribute the data to each shareholder.\n<\/p>\n

Technology enables these complicated reporting requirements to be met without the need to redesign internal systems. Clearwater Analytics is an industry-leading SaaS solution that allows growth for over 1,100 customers, including pension plans, governments as well as global insurers and asset managers. Our platform is fully-integrated with Broadridge’s Analytics Master Data Warehouse, the industry leader in this field. It can be accessed through a mobile and web dashboard application. This enables the delivery of high-quality investment-performance-net-of-fees and other reporting outputs for both client and regulatory purposes.<\/p>\n","protected":false},"excerpt":{"rendered":"

The quality of the investment management reports is a crucial aspect in attracting and maintaining clients. Investors want to gain a clear http:\/\/productsdataroom.com\/why-virtual-data-rooms-are-essential-for-investment-banking understanding of the investment goal of a portfolio cost, risk and risk levels as well as performance metrics and holdings details. Depending on the type of business investors will also need to […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2673","post","type-post","status-publish","format-standard","hentry","category-non-classe"],"yoast_head":"\n