As we wrote about in our recent whitepaper, 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 standards closer to universal acceptance by asset managers, asset owners and regulators by filling gaps that currently exist, eliminating unnecessary elements and correcting misinterpretations where they previously existed.

The explosion of data in fixed income markets has changed the way that portfolio managers have traditionally operated. Manual spreadsheets no longer cut it and firms that want to stay ahead of the competition need to invest in cutting edge data and analytics technology.

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 serves as more of a best practices framework, most responsible firms do make an effort to sta…

It’s essentially a fact of life: a massive volume of data flows through fixed-income trading desks every day. But, despite the increasing influx of data, most PMs still rely on manual, outdated methods of extracting intelligence from the growing supply of information.

Many financial institutions are now working with FinTech providers in partnerships that are helping transform the industry. Instead of seeing this wave of new start-ups and technological innovation as a threat, institutions are recognizing the opportunity, and young FinTech businesses are discove…

Stemming from StatPro’s inaugural global regulations panel, when it comes to the relationship between regulators and financial firms in the European Union versus the United States, it’s safe to say attitudes are quite different.

We’ve all seen the little green bar on our web browsers and the padlock icon that tells us the site we are visiting is secure. Whilst this is a very useful and visual indicator that the website owners have adopted a verified and acceptable level of encryption certificate, it doesn’t tell us the w…

Learn what RPA, machine learning, and AI mean for the fund administration industry.

Trade tensions as a result of the tariffs between the US and China, political and economic instability with Russia, and the under performing Brazilian economy require us to assess potential risk exposures we have to these countries. According to the United Nations Conference on Trade and Developm…

Review some of most popular blogs and articles from the StatPro content library – issues affecting asset managers and service providers of all sizes.

The average American watching the World Cup has less of an appreciation for the intricacies of set piece routines, or the passing skills of a particular team’s midfielder, but there is undoubtedly an enthusiasm for watching the tournament. No doubt the nationalistic pride on display has an impact…

A lot has been written about the high levels of legacy technology within the asset management industry. There are many reasons why this is still the case. The way technology was layered-up over time as various solutions came to market, both internally developed and from a large backdrop of third-party providers, is one of these reasons