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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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Why Integrating ESG Data and Analytics Into Your Risk and Performance Ecosystem is Critical to Staying Competitive

Dec 13, 2022

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...

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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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Why and How Investment Management Performance Teams are Looking for a Way Forward

Feb 23, 2021

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...

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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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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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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 in...

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