The first edition, entitled "A Solutions-Based Approach to Client Communications," explores the challenges of inefficiency and risk associated with client reporting and looks at opportunities and solutions for curbing costs and improving service levels. "In these turbulent times, client servicing takes on an even greater importance in the overall relationship between an investment manager and its clients.
No longer is it difficult to prove the ROI associated with client reporting and client communications initiatives," says Tom Secaur, Managing Director at Citisoft, Inc.
The most recent edition of Industry Perspectives highlights supply and demand of alternative investments in the current market and the accompanying challenges and potential solutions. Highlights include:
* How buy-side firms are embracing a product-centric environment
* Buy-side firms' quick wins in the middle-office
* How outsourcing service providers and administrators are supporting current and future alternative asset types
"Alternative investments have gone mainstream, and with this trend comes a specific set of challenges for buy-side firms," says Paul Migliore, CEO of Citisoft, Inc. "We're working very closely with our clients to help them implement effective solutions to support complex alternative investments in a scalable, cost-effective fashion."
Through these briefings, Citisoft shares the firm's views and offers insightful guidelines and information for making strategic technology and operations decisions. "Given the current market uncertainty and volatility, now more than ever, firms are examining how they can rationalize their technology assets and optimize the operating platform they employ to support the business," says Migliore. "We are 100% committed to bringing leading industry practices to investment management firms and enabling our clients to achieve business success."