Author Archive | Dave Moore

Balancing Marketing Brand Standards with Fund Administration ROI Expectations

For most asset managers, regulator-mandated investor-facing reports such as quarterly or annual financial statements or prospectuses have become more than just reports to meet disclosure requirements—they are also a way to showcase their brand to investors. Some fund reports are graphics-heavy, using custom fonts, unique spacing and other tricks to set their brand apart. These […]

Continue Reading 0

Our website uses cookies for analytics and to improve your site experience. By continuing to use our website, including remaining on the landing page, you agree to our use of cookies in accordance with our privacy policy.