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* 1. Which of the following best describes your firm?

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* 2. Which of the following best describes your department in the firm?

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* 3. Which of the following best describes your role in the firm?

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* 4. What is the total size of assets managed by your firm?

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* 5. What are the different account types serviced? (Choose all that are applicable)

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* 6. What is the size of your firm’s investment reporting team?

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* 7. Please provide a range for volume of your reports in a month (factsheets, performance reports, client reports, regulatory reports and any other reports produced for internal and external stakeholders)

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* 8. What percentage (%) of times are you able to meet your reporting deadlines?

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* 9. How do you track the status of your reporting deliverables?

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* 10. From your firm's perspective, how would you rank the following challenges faced by asset managers for investment reporting today?

  Challenging Somewhat challenging Not relevant
Data integration, enrichment, and automation
Handling reporting volumes
Quality check issues
Lack of a robust reporting engine to manage reporting efficiently
Template management
Bespoke reporting requirements
Increased regulatory reporting
Increased costs and time spent on producing reports
Access to report library and historical reports

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* 11. On a scale of 1 to 5 (1 being most challenging and 5 being least challenging), rate the data challenges faced by you and your teams during report production

  1 2 3 4 5
100% data availability in time
Data aggregation and / or lack of centralized database
Data accuracy and transformation issues
Data validation
Coordination with different stakeholders/ Data approval delays

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* 12. Do you have a data access layer that gathers data from multiple data sources and previews the data before the report production or for any other references?

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* 13. Do you use any of the following reporting tools? If yes, what is your satisfaction level? (1 being most satisfied and 5 being least satisfied)

  1 2 3 4 5
Morning Star
Vermillion
StatPro
Seismic
Kurtosys
FundAssist
SimCorp
In-house developed

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* 14. Have any of your reporting services co-partnered with any of the following third-party service provider? If yes, what is your satisfaction level? (1 being most satisfied and 5 being least satisfied)

  1 2 3 4 5
State Street
BNY Mellon
Northern Trust
SS&C
Moody's Analytics Knowledge Services

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* 15. What percentage of your current reporting services is co-partnered with a third-party service provider?

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* 16. On a scale of 1 to 5 (1 being very important and 5 being least important), how significant are the following key components of a third-party service provider for a successful partnership for investment reporting?

  1 2 3 4 5
Cost: Providing a solution-based pricing structure and integrating outsourcing set-up as part of the firm's infrastructure
Technology: Offering solutions using emerging technologies, demonstrating digital expertise, and providing automation support
Service Level: Differentiated breadth of services; high-quality (error-free), follow-the-sun model
Domain Knowledge: Filling knowledge gaps, matching skill sets, and demonstrating required competency levels for the roles

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* 17. Please share your professional email address to receive the final report we publish. Your personal information will not be disclosed.

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