Tag: GIPS
Beyond Compliance: Insights from the 29th Annual GIPS® Conference
And what it means for your firm
Navigating the new OCIO GIPS guidelines: Unlocking value with the updated OCIO GIPS® standards
OCIO GIPS reporting becomes mandatory December 31, 2025 On December 31, 2025, new GIPS requirements for OCIO (Outsourced Chief Investment Officer) portfolios take effect. This represents a fundamental shift in how firms must calculate, structure, and present performance to prospective clients. The challenges facing OCIOs Meeting these standards requires more than a disclosure update. Firms must […]
Ahead of the curve: Why private wealth managers should adopt Composites
Composites Insights Series The wealth management industry is on a rapid growth trajectory, with AUM projected to increase by as much as 50% between 2020 and 2025, according to the Business Research Company1. This means there is an incredible amount of opportunity in the space, but it also means that client demands and regulatory burdens […]
Composites: The next competitive advantage
Client demands and regulatory mandates in the investment management industry show no signs of slowing down in the years ahead. Thriving in this shifting landscape means asset managers need to create meaningful composites which are essential in the fair presentation, consistency, and comparability of performance over time and among firms. To achieve this firms need […]
Confluence’s top 5 most popular insights of 2022
As we leave 2022 behind and 2023 begins, make sure you didn’t miss a thing last year with this recap of our top insights.
