Jason Neiss of Confluence talks about what is coming next in the regulatory reporting space in his two part blog series.

GIPS® 2020 has left many firms with questions as to what exactly is changing and how they should proceed once the update is live. In an effort to provide insight into these changes to the standards, we’ve answered a few frequently asked questions floating around the industry.

GIPS® 2020 is coming and while many firms may be unaffected, it is the largest change to the standards since their inception in 1999. So what exactly is the impetus for the update and what do we have in store once GIPS® 2020 is live?

2018 was the year of unpredictability in the asset management world and as we look back on the last six months of 2019, it has not been an easy start to the year.

In the 2018 FTF Performance Measurement Europe Conference recap blog we highlighted the impact of passive investment and fee compression on asset managers. As active managers move towards adding passive investment options, let us take a closer look at the middle ground: factor investing.

Evaluating any type of vendor can be an onerous experience, but evaluating a performance measurement system can be especially burdensome. Whether it be calculation type availability, accuracy of returns or data management, there are a number of factors to consider during the evaluation process. So what questions should you ask potential vendors when looking at different performance systems?

The immortal and ironic words of Vinny Jones in the title make us laugh as he renders his lines impassively in “Lock, Stock and Two Smoking Barrels”. We are supposed to think that his character is so cool he has no emotions: nothing rattles him.

Whilst performance attribution plays a critical role in the analysis of any portfolio, calculating performance plays an equally important role.

Research has found that far too many companies still conduct compliance monitoring manually, which naturally increases the risk of errors and reduces efficiencies.

Gary Casagrande explains why using a single platform to focus on saving time, money, and preventing risk is a huge key to success within the financial services industry.

The idea that the risk and return characteristics of global assets can be neatly decomposed into common driving factors is highly appealing to today’s demanding investors.

For many years, investment management professionals have discussed risk and performance as being ‘two sides of the same coin’ and the convergence of the two functions within asset managers. Risk is managed in order to achieve performance. Indeed, in many firms, risk and performance professionals…