This survey is now closed (1st December 2013)
Win Premium LinkedIn subscription for a year: Efficiency, Performance and Reporting survey

Sharing information is an unstoppable trend in our daily lives as we catch up with friends on Facebook, network on LinkedIn and share our passions on Twitter but what about in the workplace? This one minute survey explores your current situation as you approve, control and distribute portfolio reporting.

Question Title

* 1. How would you rate your firm's control of its performance and reporting solutions?

Acceptable, but I think we could do more to control the availability and distribution of our reporting internally

Very high, we have complete control and are able to audit the access and distribution of performance analysis and reporting.

Needs improvement, we have no internal audit processes or controls to manage the distribution and reporting of our funds' performance

Don’t know

Other (please specify)

Question Title

* 2. How would you rate the distribution of the reporting within your firm?

The processes are timely

The process could be sped up to ensure accurate and timely communication of performance

Don’t know

Other (please specify)

Question Title

* 3. If, in question 2 you answered "The process could be sped up to ensure accurate and timely communication of performance". What, in your opinion takes too long?

Approval of the report(s) from senior managers

Approval to distribute internally

Approval to distribute approved report(s) to client(s)

Generating the report(s) (Excel, PDF) and distributing (email and post)

Other (please specify)

Question Title

* 4. In light of recent frauds (such as Bernard Madoff's) and given the general economic and investment climate, are your clients demanding more transparency and requesting more performance and risk information?

No – my clients are not demanding increased communication

Don’t know

Yes – we are improving our reporting and distribution of performance and risk, as clients require increased transparency

Other (please specify)

Question Title

* 5. If, in question 4, you answered yes, are you concerned that increased detail could confuse the client?

No – we are able to justify and explain the increased detail to our client

Yes – and we have improved our process to handle this increased reporting

Don’t know

Other (please specify)

Question Title

* 1. How would you rate your firm's control of its performance and reporting solutions?

Question Title

* 2. How would you rate the distribution of the reporting within your firm?

Question Title

* 3. If, in question 2 you answered "The process could be sped up to ensure accurate and timely communication of performance". What, in your opinion takes too long?

Question Title

* 4. In light of recent frauds (such as Bernard Madoff's) and given the general economic and investment climate, are your clients demanding more transparency and requesting more performance and risk information?

Question Title

* 5. If, in question 4, you answered yes, are you concerned that increased detail could confuse the client?

Question Title

* 6. Please provide your email address so we can be in touch to let you know if you've won.