Global Shareholding Disclosures: Achieving Coordination, Efficiency, and Reliability

Outsourcing of middle and back office functions are becoming commonplace in the financial industry, and shareholding disclosure is no different. When operating in one jurisdiction, the challenge is not so great, however, when funds have an international or global presence, coordination can become more complex. AxiomSL and Clear Path Analysis shares insights on the ways that asset managers coordinate reporting across different jurisdictions, how to harmonize providers in order to maximize efficiency and reduce costs, the rigors of the selection process, and the fail-safes that are put into play in order to withstand and prepare for audits.