As sustainable finance disclosure regulations bring focus on ESG data and analytics, more data is becoming available for investors to assess companies’ performances. This in turn is placing additional pressure...

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...

In July 2020 we participated in a Financial Technologies Forum (FTF) webinar in called “Performance Teams Under Pressure”, where fund and asset management professionals and service providers were asked about...

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

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...

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

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...

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.

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 in...