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5 Commonly asked questions about GIPS® 2020

Sep 05, 2019

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

Aug 22, 2019

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

Jul 25, 2019

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

Jul 19, 2019

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

Jul 11, 2019

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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Transaction vs. Holdings-Based Performance Calculations

Jun 20, 2019

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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Evolve or die: Entering the next era of compliance

Jun 13, 2019

Research has found that far too many companies still conduct compliance monitoring manually, which naturally increases the risk of errors and reduces efficiencies.

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Closing the Loop: Why End-To-End Processes Matter More Than Ever

Jun 04, 2019

For most of my career, I have thought of myself as of a financial services “operations guy,” focused on operational efficiency and client services, getting the right value for the price of technology that I...

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The fuss about factors

May 02, 2019

 

The idea that the risk and return characteristics of global assets can be neatly decomposed into common driving factors is highly appealing to today’s demanding investors.

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Fixed Income Attribution – Where risk and performance really come together

Mar 21, 2019

For many years, investment management professionals have discussed risk and performance as being ‘two sides of the same coin’ and the convergence of the two functions within asset managers. Risk is managed...

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