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Getting to grips with pooled funds for GIPS®️ 2020

It has repeatedly been mentioned that GIPS® 2020 is the biggest change in the standards since their introduction 20 years ago…

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Regulatory Reporting: What’s coming next? (Part 2)

By Jason Neiss | Oct 02, 2019 | ESG, regulatory reporting

ESG interest takes center stage

Despite investors and pension fund members wanting to know more about the environmental, social and governance (ESG) standards of the companies they invest in, exactly how...

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Regulatory Reporting: What’s coming next?

By Jason Neiss | Sep 06, 2019 | UCITS, regulatory reporting

The 2008 global financial crisis sent shockwaves through the financial community, leaving market participants reeling and forcing many companies to overhaul long-held practices and processes. It also...

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5 Commonly asked questions about GIPS® 2020

By Revolution | Sep 05, 2019 | GIPS, Performance Measurement

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...

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GIPS® 2020 Cheat Sheet

By Revolution | Aug 22, 2019 | GIPS, Performance Measurement

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

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StatPro Workflow Magazine: Issue 11

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

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Finding balance in the active vs passive investment debate

In our 2018 FTF Performance Measurement Europe Conference recap blog we highlighted the impact of passive investment and fee compression on asset managers. As active managers move towards adding passive...

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5 Questions to ask potential performance vendors

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...

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It's been emotional

Why Emotional Intelligence leads to success

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Transaction vs. Holdings-Based Performance Calculations

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.

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