Leveraging Efficiencies Within the Mutual Fund Supply Chain Ecosystem

Fund companies, distributors, BDs, and TAs explore the pitfalls and opportunities that exist to enhance counterparty efficiencies. A panel of stakeholders unearth the most significant pain points of the communication process and the risks/costs associated with them. A forward-looking discuss will focus on leveraging resources to ensure transparency within the mutual fund supply chain. 

Learning Objectives: The current state of the fund communications landscape and the risks/costs that are inherent in it. Explore pain points from the fund, distributor and administrator perspectives. Chart the course for the future - what does efficient counterparty communication look like throughout the mutual fund supply chain?


Recorded 01/27/2021
Recorded 01/27/2021