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Come to your Census – Why Form N-CEN is a Key to Fund Administration Data Strategy

How many times has your manager come to you and asked a difficult question that they expected you to know off the top of your head? “How many funds hold IBM stock?” or “Which clients use Accountancy ABC as...

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More Data and More Frequently Than Ever… Why Form N-PORT Oversight is a Must

So, here we are, at the beginning of 2018, with the awesome task ahead of getting ready for the start of the industry’s NPORT/NCEN era.

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