Archives for August 2, 2021

The Need for Speed: How Client Reporting is Transforming Asset Management

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On February 12, 2020, the Dow Jones Industrial Average (DJIA) reached a record high of 29,551. By March 23rd – a mere 27 trading days later – it had plummeted nearly 11,000 points. Investors relying on month-end or even weekly reports to make reallocation decisions and hedge risk were already too late. By the time…

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