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Getting to grips with pooled funds for GIPS®️ 2020

Oct 10, 2019

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)

Oct 02, 2019

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 this...

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Regulatory Reporting: What’s coming next?

Sep 06, 2019

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 prompted...

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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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