Cost Basis Reporting: Where Are We Now?
A Market Assessment Offering Post-Implementation Insight, Best Practices and Lesson Learned

A report by Celent (June 2011)

As the industry moves towards Phase 2 implementation of the cost basis reporting requirements, Celent’s most recent research note offers valuable insight into the remaining challenges, best practices and lessons learned from many of the industry’s leading financial institutions. 

Co-authored by Isabella Fonseca, research director of wealth management at Celent and Alex Camargo, Celent analyst, this report surveyed more than 40 broker-dealers, mutual funds, transfer agents, custodians and prime brokers to gain a better understanding of the state of the industry as it relates to cost basis reporting readiness. 

Download this complimentary report today and gain valuable insight into the current trends and developments in the market, an understanding of the cost basis capabilities required by the various market segments, and the overall outlook for the cost basis reporting market.

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Research Report:
Cost Basis Reporting: Where Are We Now?

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Research Report


Isabella Fonseca
Research Director, Wealth Management

Alex Camargo
Analyst, Securities & Investments