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Dec 5, 2019

Investment performance teams seek freedom from operations

As a panelist and attendee at PMAR West, I heard some consistent themes in my discussions with investment performance measurement professionals. Performance teams are looking to spend less time on operations, and have more time available for analysis and value-added activities.

Oct 24, 2019

Unlocking your full potential and magnifying exposure to qualified investors, while staying on top of the industry

The Global Investment Performance Standards (GIPS) are a set of compliance standards administered by the CFA Institute and used by investment managers worldwide to ensure the transparent and complete disclosure of their funds’ performance. When investment firms claim compliance, investors can directly compare the performance of their funds with one another, a feature that has become a de-facto requirement during the manager selection process by institutional investors.

Oct 23, 2019

GIPSĀ® 2020: what you need to know

Investment managers and asset owners are preparing for updated Global Investment Performance Standards (GIPS®). These are the voluntary (yet widely used) principles that guide how to calculate and present investment performance results.

Jun 25, 2018

GIPS Committees and Working Groups: Your questions answered

Complying with the Global Investment Performance Standards, better known as GIPS®, has several advantages for investment management firms.


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