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...

The start of a new year is always an exciting time to look ahead at what can be and to reflect on what has been. Sometimes we are compelled to look beyond the year coming up and instead reflect on more than...

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

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...

This post was first published by TSAM on Wednesday, 14^th November.

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...

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

As we wrote about in our recent eGuide, the first major revision of the Global Investment Performance Standards (GIPS^®) in more than a decade is underway. Known as GIPS^® 2020, the project aims to bring the...

Like any heavily regulated industry, financial services has many sets of third-party compliance standards and guidelines to follow. While compliance with some of these industry standards is voluntary and...

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