[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-203407-105":3,"detail-sidebar-cat-0-en-105":80,"doc-detail-203407-en":130},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":73,"head_meta":75,"extra_data":77,"updated_unix":79},105,"en","performance-reporting-panel-discussion","Performance Reporting Panel Discussion","","This document summarizes a panel discussion on performance reporting held at PMAR 2024. The discussion featured experts Frances Barney (BNY Mellon), Shankar Venkatraman (American Century), and Alex Shafran (Cohen & Steers), moderated by Patrick W. Fowler (TSG). Key topics included the types of performance reporting currently in use, the tools and mediums employed for production and dissemination, and the crucial considerations of compliance and data licensing. The panel also delved into educational strategies for users and report recipients, methods for tracking and producing process or usage metrics, and the emergence of new types of performance reporting requests. A significant portion of the discussion was dedicated to reporting efficiencies, success stories, and the current trends and potential applications of Artificial Intelligence in performance reporting, critically examining why AI is not more widely adopted in this field presently. Contact details for the panelists are provided.",{"@graph":14,"@context":72},[15,34,55],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/document/","Document",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/document/research-report/","Research & Report",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/document/performance-reporting-panel-discussion/203407/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/performance-reporting-panel-discussion/203407.png","ImageObject",300,407,{"name":42,"@type":43},"Connor ","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-05","2026-09-04",true,{"@type":52,"interactionType":53,"userInteractionCount":22},"InteractionCounter",{"@type":54},"ViewAction",{"@type":56,"mainEntity":57},"FAQPage",[58,64,68],{"name":59,"@type":60,"acceptedAnswer":61},"Who were the panelists at the performance reporting discussion?","Question",{"text":62,"@type":63},"The panelists included Frances Barney (BNY Mellon), Shankar Venkatraman (American Century), and Alex Shafran (Cohen & Steers), with Patrick W. Fowler serving as the moderator.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"What were the main topics discussed during the panel?",{"text":67,"@type":63},"The discussion covered current performance reporting practices, tools used, compliance and data licensing, user education, tracking metrics, new reporting requests, and the role of AI in performance reporting.",{"name":69,"@type":60,"acceptedAnswer":70},"What are the key areas of focus for performance reporting discussed?",{"text":71,"@type":63},"The key areas included the types of reporting, the tools and mediums for dissemination, compliance and data licensing, educating users, tracking metrics, and emerging trends like AI.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},203407,1791172304,{"code":4,"msg":81,"data":82},"success",[83,87,91,95,100,105,110,114,119,122,126],{"id":22,"doc_module":4,"doc_module_name":25,"category_name":84,"show_sort_weight":85,"slug":86},"Story & Novel",90,"story-novel",{"id":26,"doc_module":4,"doc_module_name":25,"category_name":88,"show_sort_weight":89,"slug":90},"Literature",80,"literature",{"id":33,"doc_module":4,"doc_module_name":25,"category_name":92,"show_sort_weight":93,"slug":94},"Exam",70,"exam",{"id":96,"doc_module":4,"doc_module_name":25,"category_name":97,"show_sort_weight":98,"slug":99},5,"Comic",60,"comic",{"id":101,"doc_module":4,"doc_module_name":25,"category_name":102,"show_sort_weight":103,"slug":104},6,"Technology",50,"technology",{"id":106,"doc_module":4,"doc_module_name":25,"category_name":107,"show_sort_weight":108,"slug":109},7,"Healthcare",40,"healthcare",{"id":111,"doc_module":4,"doc_module_name":25,"category_name":29,"show_sort_weight":112,"slug":113},8,30,"research-report",{"id":115,"doc_module":4,"doc_module_name":25,"category_name":116,"show_sort_weight":117,"slug":118},9,"Religion & Spirituality",20,"religion-spirituality",{"id":117,"doc_module":4,"doc_module_name":25,"category_name":120,"show_sort_weight":117,"slug":121},"World Cup","world-cup",{"id":123,"doc_module":4,"doc_module_name":25,"category_name":124,"show_sort_weight":123,"slug":125},10,"Lifestyle","lifestyle",{"id":127,"doc_module":4,"doc_module_name":25,"category_name":128,"show_sort_weight":96,"slug":129},19,"General","general",{"code":4,"msg":81,"data":131},{"doc_id":78,"user_id":132,"nickname":42,"user_avatar":133,"doc_module":4,"category_id":111,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":22,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":101,"language":139,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":12,"update_tm":143,"read_time":144},687207022233,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Frances Barney, CFA, BNY Mellon  \nShankar Venkatraman, CFA, FRM  \nAmerican Century  \nAlex Shafran, CFA, Cohen & Steers  \nPatrick W. Fowler, TSG Moderator  \nPerformance Reporting   \nFrances Barney, CFABNY Mellon  \nShankar Venkatraman, CFA, FRM American Century  \nAlex Shafran, CFA Cohen & Steers  \nPerformance Reporting  \n• What type of performance reporting are you currently doing?  \n• What tools and mediums are you using for producing and disseminating performance reporting?  \n• What are compliance and data licensing considerations in performance reporting?  \nEducation / Tracking and Production  \n• How do you educate users and report recipients on the content and the scope of reporting available to them?  \n• Do you track and produce any process or usage metrics for reporting and if yes, how is it being used?  \n• What are the new types of performance reporting requests that you observed more recently?  \nSuccess Stories / AI Trends  \n• Reporting Efficiencies Success Stories .  \n• Why are not we using AI more in performance reporting now?  \nQ & A  \nContact Details  \n• Shankar Venkatraman:  \n[Shankar_Venkatraman@americancentury.com](Shankar_Venkatraman@americancentury.com)  \n• Alex Shafran:  \n[ashafran@cohenandsteers.com](ashafran@cohenandsteers.com)  \n• Frances Barney:  \n[frances.barney@bnymellon.com](frances.barney@bnymellon.com)","cbCaim81bUKRLfGb","https://ap.wps.com/l/cbCaim81bUKRLfGb","pdf",172095,"English","# Performance Reporting\n# Education / Tracking and Production\n# Success Stories / AI Trends\n# Q & A","[{\"question\":\"Who were the panelists at the performance reporting discussion?\",\"answer\":\"The panelists included Frances Barney (BNY Mellon), Shankar Venkatraman (American Century), and Alex Shafran (Cohen \\u0026 Steers), with Patrick W. Fowler serving as the moderator.\"},{\"question\":\"What were the main topics discussed during the panel?\",\"answer\":\"The discussion covered current performance reporting practices, tools used, compliance and data licensing, user education, tracking metrics, new reporting requests, and the role of AI in performance reporting.\"},{\"question\":\"What are the key areas of focus for performance reporting discussed?\",\"answer\":\"The key areas included the types of reporting, the tools and mediums for dissemination, compliance and data licensing, educating users, tracking metrics, and emerging trends like AI.\"}]","Performance Reporting Panel Discussion | PDF",1788560592,15]