Webinar - Managing fund distribution costs and client book of record
Join us for our upcoming webinar on 16 October at 10am BST/ 11am CEST, as we explore the rising costs of fund distribution, understand ways to reduce the in-house cost of ownership, and identify hidden revenue losses. We will explore the inefficiencies caused by legacy systems, manual processes, unallocated positions and the financial implications of double remuneration of rebates.
Begoña Michelena, Head of Client Service, Edmond de Rothschild Asset Management (EdRAM), will also join us for a Fireside chat on:
- When and how Edmond de Rothschild implemented Adjuto
- How it has become a fully integrated part of the operating infrastructure
- How the system is used as a distribution engine for the client book of record and fee management
- How EdRAM reduced Opex through increased operational efficiency
Key takeaways:
- Strategies to reduce fund distribution costs by addressing operational inefficiencies
- How unallocated positions and double remuneration of rebates impact your bottom line
- How a Client Book of Record supports your liabilities management and omnibus account splitting
- The power of adopting a tech-led solution such as Adjuto, and how it can serve to protect your margins and maximise revenue by streamlining your middle and back office processes
Expert speakers:
- Begona Michelena, Head of Client Services, Edmond de Rothschild Asset Management
- Olivier Gnos, CEO, Adjuto
- Marina Corghenci, Director, Fee and Distribution Channel Management, FE fundinfo
- Steffen Ahlers, Director, Fee and Distribution Channel Management, FE fundinfo
