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Composites: The next competitive advantage

Jan 18, 2023
Client demands and regulatory mandates in the investment management industry show no signs of slowing down in the years ahead. Thriving in this shifting landscape means asset managers need to create...
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Navigating the SEC Marketing Rule: Keyways to Compliance

Oct 27, 2022

The SEC's new Marketing Rule that came into effect last year expanded the definition of advertising. It allows for marketing via new channels and enhances existing disclosure requirements. It will have...

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Are You Ready to Comply with the New SEC Marketing Rule?

Aug 25, 2022

Time is running out

With the upcoming deadline of the 4th November, 2022, the new SEC Marketing Rule requires firms to create composites around similarly managed portfolios for performance reference, even if...

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Confluence Connect: Issue 3

Feb 24, 2022

Complex Challenges, Straightforward Solutions

While we were all busy in 2021 dealing with the global pandemic subsiding in the middle of the year and then roaring back toward the end of the year, our industry...
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Ahead of the Curve: Why Private Wealth Managers Should Adopt Composites

Nov 18, 2021

The wealth management industry is on a rapid growth trajectory, with AUM projected to increase by as much as 50% between 2020 and 2025, according to the Business Research Company1. This means there is an...

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Understanding the 2020 GIPS® Standards

Aug 11, 2020

Global investment management firms have had long-standing challenges in complying with the patchwork of laws, regulations and market customs in the places where they do business. The problem is that across...

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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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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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The impact of proposed changes to GIPS® 2020: Part 2

Oct 25, 2018

In the third and final installment of our series on the CFA Institute’s Global Investment Performance Standards (GIPS®) 2020 revision, we continue to look at some of the proposed changes outlined in the...

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