- Traditional processes can leave teams in the financial industry flat-footed during disruptions
- At Amplify 2020, two directors in the industry, Brian Valenti and Tony Rosa, shared how they’re centralizing fund reporting in the cloud
- Brian leads the fund reporting team at Brookfield Properties, while Tony is responsible for Talcott Resolution's GAAP and statutory reporting for separate accounts
The speakers represent their own views, not the views of their companies.
- The Securities and Exchange Commission is requiring financial services providers to file certain disclosures in Inline XBRLTM format
- Fund groups, business development companies (BDCs), closed end funds, and variable contract product providers all have iXBRLTM rules to follow
- This quick quiz can help you and your teammates assess if your organization is ready to meet the requirements and what you can do if you’re not
Inline XBRLTM and iXBRLTM are trademarks of XBRL International, Inc.
- The Workiva connected reporting platform automates time-consuming manual tasks, freeing up more time for scenario modeling, scenario analysis, and reporting
- Private equity, real estate investment, and alt investment teams can use Workiva to centralize data aggregation and efficiently and accurately connect data to reports
- Linked data and commentary can be combined with charts and graphs to present investment performance to managers, investors, and general and limited partners
SummarySenior Finance Executive Jessica Martinez is helping fund-reporting colleagues take advantage of game-changing technology that has enabled her to efficiently deliver high-quality work, even from home. Read more.
- Workiva and IHS Markit solutions can give private markets teams a more efficient way to create and share fundraising, portfolio, and deal documents
- Staying nimble is especially important as private markets adapt to recent events
- Workiva helps teams connect data directly to reports for greater confidence in data accuracy, while IHS Markit can help securely share those reports and data for portfolio valuation and monitoring