Trends in Institutional Client Reporting: Delayed Transformation

Hosted or cloud technology deployments are becoming more common across the industry.

London, 5 November 2019 – Client reporting has been an area of industry hype for several years, as it is ripe for transformation at investment management firms across the globe. The impetus for change has been the development and availability of digital tools and analytics that build upon traditional reports, offering new ways to engage with institutional clients and subsequently improve client experience and overall efficiency of reporting teams. However, despite incremental progress, many firms still use traditional approaches and isolated technology stacks to service institutional clients.

This report defines client reporting operating models, explores economic drivers and challenges that firms face in adopting new models, shows the range of data operating models, and gauges the level of industry maturity and automation in client reporting and what the future might hold for this function. It is based on Aite Group interviews with 22 buy-side market participants in Europe, North America, and the Asia-Pacific between June 2019 and September 2019.

This 42-page Impact Report contains 19 figures and one table. Clients of Aite Group’s Institutional Securities & Investments service can download this report, the corresponding charts, and the Executive Impact Deck.

This report mentions Assette, Backstop Solutions, BNY Mellon Pershing, Dynamo Software, Edge Folio, FactSet, IHS Markit, Investcloud, Jump Technology, Kurtosys, NeoXam, Opus Nebula, Seismic, SimCorp,  SS&C, and Statuit Technologies.

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