Whether we are watching Netflix, asking Amazon Alexa for a weather update or checking our email through Office365, cloud computing has changed the way we consume and create information, and how we interact...

With the likes of Amazon, Google and Netflix transforming the way we go about our daily lives, the COVID-19 pandemic is the most recent reminder that in a self-service world, digital-savvy consumers expect...

Recent financial crises have demonstrated that unpredictable circumstances can cause liquidity to nearly vanish. In response, regulators across the globe have developed new rules to ensure liquidity remains...

GIPS^® 2020 has left many firms with questions as to what exactly is changing and how they should proceed once the update is live. In an effort to provide insight into these changes to the standards, we’ve...

GIPS^® 2020 is coming and while many firms may be unaffected, it is the largest change to the standards since their inception in 1999.

Workflow: Key issues for the middle office in asset management firms today

Evaluating any type of vendor can be an onerous experience, but evaluating a performance measurement system can be especially burdensome. Whether it be calculation type availability, accuracy of returns or...

Whilst performance attribution plays a critical role in the analysis of any portfolio, calculating performance (which is a necessary input to this analysis) plays an equally important role.

Our latest blog highlights some key takeaways from an interview with Damian Handzy, Global Head of Risk at StatPro, at the 2018 FTF Performance Measurement Europe Conference in London. 

This post is an excerpt from an article in the most recent volume of the Journal of Performance Measurement written by Carl Bacon, CIPM, StatPro Chief Advisor, Ian Thompson, Ph.D., Global Head of Portfolio...