The importance of 3rd Party Pricing Examined The debate between referencing broker pricing or independent pricing has been raging among asset managers in recent years. Broker pricing is often arrived

Some of you may have seen the news late last week that StatPro has launched several new features as part of its Complex Asset Pricing (CAP) service. For those of you who missed the news on the Financi

Industry Training Best Practices. Your firm’s performance and credibility are critical to maintaining clients and attracting new ones. It’s not an outrageous exaggeration to say not having GIPS compl

Our webinar on GIPS compliance raised some interesting questions that got us thinking: why should asset managers comply with GIPS? On the flip side of that coin, what is it about not complying with GI

What does the change mean for our existing/prospective clients and to StatPro’s hosted business model? 1. StatPro recently made a strategic decision to move our Toronto and Montreal on-site Data Cente

by guest blogger – David Spaulding, President of The Spaulding Group. Today we return with a look at changes to return and risk calculations. Return and risk calculations. There have been several chan

by guest blogger – David Spaulding, President of The Spaulding Group. Today’s post will discuss disclosing compliance. Disclosing compliance. The claim of compliance statement has been changed (see ¶

by guest blogger – David Spaulding, President of The Spaulding Group. Firms that claim compliance with the Global Investment Performance Standards (GIPS®) will soon be obligated to comply with the new

After a brief lull during the credit crisis performance (or incentive) fees are again becoming increasingly high profile. An excellent time therefore to pose two questions: Are they a good thing? An

I have just completed a 13 day 30,000 mile round trip of the world from London via Boston, New York City, LA, Sydney, Johannesburg, Cape Town and finally back to London. Far from being exhausting it w

What is the definition of insanity? Repeatedly doing the same thing but expecting different results – so goes one of the best lines of Oliver Stone’s Wall Street 2: Money Never Sleeps. I loved the fir

UCITS IV was passed into law on 1st July and will take effect in July 2011. UCITS aims to provide fund managers with the ability to market a single fund in all the countries of the EU whilst only regi