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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.

Dec 12, 2018

Jurisdictional variances for AIFMD Annex IV reporting

There is a variety of different reporting jurisdictions based on AIFM domiciles, which can create confusion and difficulty when submitting reports due to the different formats accepted and variation in submission portals. On top of that, some jurisdictions have different deadlines – meaning, if you are a manager that files to more than one jurisdiction, you may have two slightly different deadline dates and are therefore at risk of missing one.

Sep 7, 2018

Six emerging trends in client communications for investment managers

The pace of change in client communications by investment managers far outpaces many other operational elements of the business. 

Jul 18, 2018

In search of the complete reporting solution

Diversified Trust is an employee-owned, comprehensive, wealth management firm with offices throughout the southeast in the U.S. Diversified Trust deploys a boutique investing philosophy for their client base of individuals, multi-generational families, family offices, foundations and endowments. 

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