Transaction Reporting – Client Success

30 November, 2020 Case study

A Global Tier 1 Asset Manager

CSS was selected as the strategic partner to help a client move from a tactical to a strategic approach to
compliance. The first step was to improve their regulatory transaction reporting.
The Client:
The global tier 1 asset manager services pension funds, insurers, family offices, independent financial advisers, banks and private individuals, and has offices in Europe, Asia and the Americas. The firm integrates environmental, social and corporate governance (ESG) criteria throughout the investment process. In 2019, the client decided to take a more holistic approach to their compliance by moving from multiple vendors to one full strategic partner...

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