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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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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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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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Why look-through transparency is no longer a nice to have requirement

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

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Automation of performance measurement

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

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The Art of Perfection: Creating the Perfect Brain

“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.”

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The Development of Smart, Intelligent Platforms

"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."

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The Art of Perfection: Heston's Black Forest Gateau

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

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Hot Topic: Workarounds and the Cost of Delay for Asset Managers

The quicker a mistake is spotted, the sooner it can be fixed. But if a middle office error goes unnoticed until it reaches the front office, there could be serious repercussions.

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