Download now: "White paper Ongoing monitoring in fund distribution: ensuring compliance and efficiency."
This whitepaper explores how effective monitoring can transition compliance into a strategic advantage. Our research highlights the current fragmentation in monitoring marketing intermediaries and collecting key performance indicators across the fund industry.
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Key insights:
- Comprehensive analysis: We delve into the pressing issues of negative target markets and technological challenges.
- Industry views: A sample of industry views on optimum approaches to efficient ongoing monitoring.
- Operational efficiency: From an operational efficiency perspective, we discuss the need for consistent data formats and the importance of analyzing, validating, and challenging the information collected.
- Best Practices: By leveraging technology, fund managers and distributors can enhance compliance frameworks, improve operational efficiency, and contribute to a more transparent and efficient fund distribution process.
