Vision

Client reporting: can overexposure blur your vision?

Insights -

  Abbey Shasore, CEO, Factbook, discusses how buy-side firms must balance the regulatory and client demands for transparency with the risk of data overkill. The drive toward openness within the investment management industry has been gathering pace for many years now, but certainly went through the gears since the crash of 2008. Investors and regulators alike have viewed the need for information sharing and clarity as priorities since the opaque investment structures of the...

Read more...