Communicating Error-Free Results

10 Aug 2015

The investment management industry has automated almost every aspect of its operations over the last several decades. But when it comes to pulling all this data together into a cohesive presentation for prospective clients, most investment managers are operating in a 20th century tech enviorment. Prepared with input from Richard Kerr of K&L Gates LLPand Amy Jones, CIPM, of Guardian Performance Solutions LLC