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Following the increased emphasis on performance, costs and fees across the industry, this panel will discuss the efficient resourcing of the performance and reporting functions to optimise management decision-making.
  • What level of detail is required when reflecting performance to boards?
  • What is the value of portfolio-level analysis vis-à-vis more detailed information on individual positions?
  • Are investment organisations putting enough resources into performance management and the efficient reporting to key stakeholders? How can risk and analytics functions help each other promote their value within organisations?
  • What type of performance analysis and reporting best supports multi-manager portfolios?