The world of Outsourced Chief Investment Officers (OCIOs) is about to change as the CFA Institute‘s path to OCIO portfolio compliance with the principles of the Global Investment Performance Standards (GIPS) takes effect Dec. 31 of this year. This is good news for asset owners who reach out to OCIO providers and want the GIPS… Read More >>
Confluence & TSG Bolster GIPS Verification for Asset Managers
A provider of investment analytics and regulatory reporting solutions, Confluence Technologies has updated its Revolution Composites platform to enable customers to produce standard Global Investment Performance Standards (GIPS) verification exports that conform to the requirements of the Spaulding Group (TSG), a performance measurement consulting firm specializing in GIPS standards. The enhancements are intended to streamline “the verification… Read More >>
‘ChatGIPS’ Brings Together A.I. & Industry Standards
ChatGPT, the well-known chatbot system using artificial intelligence (A.I.) and developed by OpenAI, has crossed paths with the Global Investment Performance Standards, or GIPS, which are the voluntary ethical guidelines for performance measurement and client reporting created and maintained by the CFA Institute, and the ChatGIPS chatbot now exists in the world. Just to remind… Read More >>
State Street & Spaulding Partner for GIPS Compliance
Partnership Targets Performance Measurement State Street is partnering with the Spaulding Group to offer performance services and operational support to asset owners that want to streamline Global Investment Performance Standards (GIPS) compliance, officials say. An investment performance measurement services provider, Spaulding offers educational, consulting, and verification capabilities that will be combined with State Street’s performance… Read More >>
