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 >>
