1. Report Automation & The Role Of Operations
Stephen O’Donoghue, CFA
Investment Reporting Manager
AIG Investments
Objectives, Designs & The Future

2. Topics I will Discuss Today
What should the business objective be for Client Reporting Operations?
Customisation vs. standardisation: Advocating modular systems design.
The current & future roles of artificial intelligence in client reporting.
Who is the client reporting analyst of the future?

3. Client Reporting Utopia
A Client Reporting Utopia Is A Place Where All Client Reporting Personnel
Are Doing Something Else

4. Why Can’t We Reach A Utopia?

5. The Importance of 25%
CUSTOMISATION (20%)
INSIGHT (5%)

6. A Potential Solution – Scenario Planning
High Predictability
Regulation
US Election
Demographics
BREXIT
Low Impact
High Impact
New Client Money
Market Crash
Natural Disaster
Low Predictability
Critical Uncertainties

7. A Better Solution - Modularity
Good Platforms, & The Ability To Build Insightful Modules, Fast
Topical Information
This is where we really provide value
Market Data
Business Segments
Asset Allocation
This information changes depending on the audience
Performance
Currencies
Ratings
CORE PORTFOLIO INFORMATION
This is the standard report information
AUM
Positions
Analytics
Etc
Visualisation System

8. The Role Of Artificial Intelligence In Reporting
Mark Zuckerberg’s Jarvis
Smart Cars
Smart Home Devices
Also already seen in Financial Services:
Robo-Advisors
Automate Underwriting
Now seen in Reporting
Automated commentary and visualisations

9. Structure Of Artificial Intelligence In Client Reporting
FIGURING OUT WHAT IS IMPORTANT
MESSAGE DELIVERY
External Factors
Commentary, Graphs & Tables
Internal Factors
Identifying The 5%
Researching The Context
Create The Visualisation
Failsafe?
Investment Manager Sign Off

10. The Client Reporting Analyst Of The Future
PERCEPTIVE
TECHNOLOGY SAVVY
FINANCIALLY LITERATE

11. ?