Building on the success of PMCR 2025, we’re expanding next year’s performance measurement and client reporting event, taking place February 24-26, 2026, in New York City. We’re working with this year’s Board of Advisors — including Alex Shafran (Cohen & Steers), Ambika D’Souza (Cambridge Associates), Christine Iannacone (Prudential Financial), Janice Kitzman (Cascade Compliance), and Pamela
Automation
Start Your A.I. Journey with Modest, Explainable Wins
It’s time to consider a framework where firms start small, explain results, and scale gradually.
FinTech Ops
A.I. Adoption in Client Reporting & Performance Measurement: Strategy, Training & Investment Challenges
Vinod Jain, a strategic advisor for Datos Insights, explores the strategy, training, and investment challenges of A.I. for performance and client teams.
FinTech Ops
How Financial Services Institutions Should Think About Unstructured Data — and Why It Matters for a Sound Enterprise AI Strategy
Being able to leverage unstructured data is a critical part of an effective data strategy for 2025 and beyond. To keep up with the competition and AI-accelerated pace of innovation, businesses must be able to mine the treasure trove of value buried in the mountains of unstructured data that comprise approximately 80% of all enterprise data —
Automation
Are Manual Recs Making You a Dinosaur in the Digital Age?
The demands of next generation crypto accounting can’t be met with twine, Excel, and duct tape.
FinTech Ops
Financial Service Firms Can’t Afford to Risk Sanctions Violations
Sanctions violations are increasingly risky for financial firms, given regulators' strict policies and the high costs of non-compliance. Firms must implement proactive measures, including robust screening, updated compliance frameworks, and thorough staff training, to avoid potential penalties. With global sanctions expanding, a lapse could lead to financial and reputational damage, making compliance an essential investment.
Sanctions Compliance
Avoiding Sanctions Penalties: Insights from Danny McGlynn at the IFl
FTF’s Nick Holland explores the importance of sanctions compliance with Danny McGlynn at the Institute for Financial Integrity.
FinTech Ops
Asset Managers Can Get to ‘Total Portfolio Management’
Asset Managers have long wanted a holistic, real-time view of all assets, public and private, at their fingertips. However, it’s all too common to think of data as a cost. We see it entirely differently: you need the right data, to have the right conversations.
FinTech Ops
FX Settlement and T+1: Are You Ready?
In May 2024, securities settlement in the United States, Canada, and Mexico will move from two days to one (T+2 to T+1). While the move will, in theory, reduce counterparty and market risk and lower margin requirements, it will have a significant knock-on effect on the global foreign exchange markets (FX). Jason Vitale, global head
Automation
T+1: What Now?
T+1 has clearly arrived in the West, although the views on how this has impacted day-to-day processing will extend globally.
Whether industry firms have taken a tactical or strategic technological approach to covering this market change, the role of technology and the importance of having a highly modernized solution have never been greater.
So, how is technology playing a role – and what are the most important areas that we have seen come through in the transition to T+1 for market participants.
