The pressure to share transparent and accurate data and insights with clients is mounting – and the need for smarter reporting solutions is an ongoing topic in investment management.  

In collaboration with Adox Research, we sent a benchmark survey to 60 investment managers to determine the state of client reporting in our industry.   

The goal? To uncover actionable, insight-driven answers to the most burning questions:    

• How automated are your client-facing reporting and communications workflows? 
• What are you doing to develop a more client-centric approach to reporting and communications? 
• Which data integration challenges are the biggest obstacles to improve reporting and client communications? 
• How are you sharing key data assets across internal and client-facing functions? 
• How are you future-proofing and innovating your reporting and communications functions? 
• Which improvements do firms expect to achieve in the next 5 years?