The 2020 GIPS standards include several concepts where technology can play a larger role.

“If I had asked the people what they wanted, they would have said faster horses.”

As businesses look to maximize these elements in their enterprise applications, understanding the difference between “cloud native” and “cloud wrapped” solutions could not be more important when it comes to managing financial assets.

Putting together a cohesive strategy which comprises robust data management techniques as well as flexible risk and compliance reporting will likely yield benefits beyond any individual regulation.

Expectations have been elevated, so why then are two-thirds of investment management firms relying on systems that pre-date 2007 and the first-generation iPhone?

The introduction of Article 37 Money Market Fund Reporting has ushered in a new era of regulatory reporting. We answered some FAQs in an effort to provi…

The COVID-19 pandemic has already had far-reaching consequences beyond the spread of the disease, such as plummeting oil prices, stock and bond market volatility and a lack of global liquidity. With a crisis of this scale, it is not unusual to go back and start looking at what happened during similar events in the past.

Recent financial crises have demonstrated that unpredictable circumstances can cause liquidity to nearly vanish. In response, regulators across the globe have developed new rules to ensure liquidity remains stable across markets worldwide.

It has repeatedly been mentioned that GIPS® 2020 is the biggest change in the standards since their introduction 20 years ago. With the new release of t…

When it comes to regulatory reporting, we have even more topics to look out for in the near future, including ESG Interest and New Asset Class Reporting.

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.