Arthy Kumar

Director of Product Marketing, Workiva

Arthy Kumar, Director of Product Marketing at Workiva, oversees the investments industry. She works exclusively with financial services companies and focuses on mutual funds, annuities, asset management, life insurance, and other investment reporting and compliance. Prior to joining Workiva in 2012, Arthy spent 14 years at Vanguard and MetLife holding positions in financial planning, investment portfolio analysis, relationship management, and people management. She is a certified financial planner (CFP) and a chartered financial consultant (ChFC).

Content by Arthy Kumar:

Regulators Call Out Banks for Lack of Governance

A recent report suggests governance remains an issue for some banks, more than a decade after the economic crisis of 2007–2008. Here's what we can do about it.

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Your Guide to the SEC Updates to Forms N-PORT and N-CEN

Forms N-PORT and N-CEN are still relatively new SEC requirements for some investment companies. Here is a high-level overview of each, plus ideas for streamlining the filing process.

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How to Fight Falling Fees with Connected Investment Reporting

As fund fees shrink, investment providers are looking for ways to meet reporting requirements in a more cost-effective manner. That makes this an ideal time for compliance teams to rethink old ways of working.

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7 Fund Reporting Challenges and How to Fix Them

Creating prospectus and shareholder reports has long been a challenging and complex process. The good news is there are new ways to solve those challenges while reducing risk and costs along the way.
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SEC Sets Expectations for Investment Firms in 2019

SEC representatives attended the ICI mutual funds and investment management conference in March. Here are a few of the highlights from their speech.

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Investing in Mutual Funds

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The Pain-Free Financial Close Cycle for Fund Reporting

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