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The impact of proposed changes to GIPS® 2020: Part 2

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...

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StatPro Workflow Magazine: Issue 9

Workflow: Key issues for the middle office in asset management firms today

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The impact of the proposed changes in GIPS® 2020

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...

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The impetus behind GIPS® 2020

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...

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StatPro Workflow Magazine: Issue 8

Workflow: Key issues for the middle office in asset management firms today

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A Short History of Performance Systems

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...

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What can asset managers learn from Netflix?

The popularity of Netflix has exploded over the last two years with over 125 million subscribers now paying for the service.

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Asset Service Providers: Opportunities and Challenges

 

Transcription

What are asset managers looking for from their ASPs when it comes to outsourced middle office functions?

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StatPro Workflow Issue Seven: Q1 2018

Workflow: Key issues for the middle office in asset management firms today

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Technology to tame performance data management

As asset service providers continue their success in middle office outsourcing, how can they leverage new technology to manage growing volumes of data and deliver quality to clients?

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