Investment in Fund Reporting capabilities has not kept pace with the increasing expectations from both investors and regulators, as well the growing complexity of fund structures and portfolio company data.
KPMG can help Asset Management (AM) firms modernize their approach to managing Fund Reporting across investments – reducing manual and costly errors and enhancing investor experience.
KPMG and Workiva offer a tailored and scalable solution for Asset Management firms, streamlining their comprehensive Funds Reporting capabilities through simplicity and automation. Recognizing the intricate nature of the Asset Management business model, KPMG has developed a customizable framework to create fund reporting solutions that address the unique challenges and growth stages of each AM firm.
The Workiva Platform streamlines compliance and internal control processes through collaboration, automation, and real-time reporting. Using this technology, KPMG has designed a thorough reporting solution that covers investor reporting, investor pitch books, LP advisory packages, and internal management reporting.
This reporting solution integrates with fund accounting systems, incorporates footnotes, and interfaces with portfolio reporting systems to combine fund performance data with the performance metrics of its portfolio companies.
KPMG and Workiva are helping CFOs & Fund Managers to confidently streamline record to report processes on a single connected platform.
