Sustainability Reporting Integrity Boosts Investor Confidence

Great speaking this week at #PershingINSITE about the evolution of reporting and its impact on advisors. Reporting has become much more than performance reporting—it’s now a key driver of advisor efficiency, portfolio transparency, and a better client experience. I appreciated the opportunity to share perspectives and hear how firms are thinking about the next generation of reporting solutions. Curious to hear how others are approaching reporting modernization and the growing demand for unified portfolio visibility. #WealthManagement #AdvisorTechnology #Reporting #DataSolutions #ConsolidatedReporting @ iCapital 

Spreadsheets shouldn’t create ESG risks. Yet many businesses still manage ESG data through spreadsheets, emails, and disconnected teams — causing confusion, weak approvals, missing documentation, and compliance gaps. Veridata⁠� helps businesses move beyond manual reporting with structured workflows, validation controls, and audit-ready transparency. Reliable ESG reporting starts with reliable systems. #ESGData #AuditReady #BusinessGrowth #Veridata

Most organisations don’t lack investment data. They lack a connected decision-making context. Financial data exists. Project data exists. Operational data exists. But often across different systems, teams and reporting structures. Which makes it difficult to answer broader strategic questions: – How do investments compare? – Where are the biggest trade-offs? – What is actually driving value creation over time? More data doesn’t automatically create better prioritisation. In many cases, it simply creates more complexity around already difficult decisions. #Capex #CapitalAllocation #Data

What is Workiva Inc. (WK) stock_business overview_development history: Dominance in ESG and Regulatory Reporting: Analysts from J.P. Morgan and Goldman Sachs highlight Workiva's "first-mover advantage" in the ESG ... #regulatoryreporting #regulation #finperform

Front‑to‑back transformation is now a strategic imperative. In his latest article, Peter Keaveney examines how operational excellence, data strategy, and hybrid operating models are shaping the future of investment management — and why continuous transformation matters more than ever. Read the full article here: https://ow.ly/381W50YXrel #FrontToBack #OperationalExcellence #AIinFinance #AssetManagement

What’s interesting in this industry research is how the drivers of change in asset servicing are evolving. Investment is increasingly being shaped by client expectations, while the industry continues to debate data ownership and how best to scale operations. Download the whitepaper here: http://spklr.io/6042E3BUa #AssetServicing #CorporateActions

“The organizations that see clearly are the ones that move confidently.” In today's financial ecosystem, the challenge isn't a lack of information. It's the ability to transform information into meaningful visibility. Visibility goes beyond dashboards and reports. It means understanding: • what's happening across the ecosystem right now • where potential risks are emerging • how processes are performing end-to-end • what actions are needed before issues escalate When visibility improves, decision-making improves. Teams become more proactive. Operations become more predictable. Stakeholders become more confident. At KFintech, we view visibility as a foundational capability that strengthens resilience, enhances governance, and supports better outcomes across the financial ecosystem. Because confidence doesn't come from having more data. It comes from having the clarity to act on it. In 2026, organizations that lead will not simply collect information. They will create visibility that drives action. #KFintech #Visibility #OperationalExcellence #DigitalTrust #FintechLeadership #FinancialEcosystems #FutureOfFinance

Flag will be presenting, "Future‑Ready Reporting: Using Technology to Build Confidence, Efficiency and Control" during IDB Invest #sustainabilityweek2026 next week. My colleague Jared Abramowitz has some really good insights from his software implementation experience to share. He encourages sustainability practitioners to think about the problems they are trying to solve before exploring platforms and to consider the potential for technology across the whole reporting lifecycle, from data sourcing to design. If you would like to learn more about where reporting is going, please join this session next Monday. It's free to register and we'll be answering your questions live.

What’s interesting in this industry research is how the drivers of change in asset servicing are evolving. Investment is increasingly being shaped by client expectations, while the industry continues to debate data ownership and how best to scale operations. Download the whitepaper here: http://spklr.io/6040EM2qK #AssetServicing #CorporateActions

What’s interesting in this industry research is how the drivers of change in asset servicing are evolving. Investment is increasingly being shaped by client expectations, while the industry continues to debate data ownership and how best to scale operations. Download the whitepaper here: http://spklr.io/6040EMwh2 #AssetServicing #CorporateActions