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In this podcast episode, Todd Juillerat, chair of the upcoming PMCR conference in New York City, shares his extensive experience and insights into the performance measurement and client reporting space. Drawing from his career trajectory that began in fund accounting and led to performance analysis at major institutions including JP Morgan, Juillerat discusses the evolving landscape of performance measurement and reporting.
Key discussion points include:
• The increasing convergence of performance measurement, client reporting, and risk management functions
• Todd’s career and industry involvement, including the CFA Institute
• Current industry trends around A.I.,
• Todd’s pick of PMCR conference highlights and reasons to attend the show.
The discussion emphasizes the interconnected nature of performance measurement within investment management firms, highlighting how the role serves as crucial connective tissue between various departments including operations, sales and marketing, executive management, and compliance.
Key discussion points include:
• The increasing convergence of performance measurement, client reporting, and risk management functions
• Todd’s career and industry involvement, including the CFA Institute
• Current industry trends around A.I.,
• Todd’s pick of PMCR conference highlights and reasons to attend the show.
The discussion emphasizes the interconnected nature of performance measurement within investment management firms, highlighting how the role serves as crucial connective tissue between various departments including operations, sales and marketing, executive management, and compliance.
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