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...

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...

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...

It has been over 50 years since Peter Dietz published his seminal work ‘Pension Funds: Measuring Investment Performance’ – when performance measurement became both standardized and quantifiable and a new...

Look-through transparency for performance and risk-practical considerations, challenges, and opportunities

How smart machines can benefit a middle office now – and a glimpse into an automated future.

“Just like the BRAIN research, the middle office needs to pinpoint attribution or risk and be able to show how a series of events impacted the final performance figures.”

"Many asset managers are also starting to take advantage of the development of smart technology solutions when it comes to performance measurement and analysis by their middle offices."

"Like Heston's gateau, time and effort must be put into sourcing quality ingredients or data whose attributes are accurate, well regarded and consistent."