Welcome from the chair

Peter Bambrough, Managing Consultant, Citisoft

“TSAM is a great opportunity for us to meet with industry professionals – some

are like old friends, but it’s also an opportunity to meet new people.” Peter Bambrough

13:45 The Client is King, what does the client expect?

n     Expectations post recession: how have client requirements changed?

n     What do clients focus on in the report: colours, graphics, long explanations?

n     Do’s and don’ts of client relationship management and how fund managers can provide more support

Martin Miles, Director, Independent Trustee Services Ltd.

14:15 Delivering client reporting successfully in stressful, changing times

n     Why operational innovation is key for a client reporting function

n     The role of structured processes and monitoring

n     The importance of relationship management in the client reporting process

Jetinder Landa, Head of Governance and Client Reporting, Legal and General Investment Management

14:45 Customisation, Automation, Globalisation - how should you respond to these drivers?

n     Can the production of customised client reports be automated?

n     If so, is there a case for consolidating client report production for all clients in a single location?

n     What is the best operational model to support a global requirement for client reporting?

Peter Ellis, Principal Technology and Performance Risk, Investit

15:15 Afternoon tea