The blind and clumsy reach of the regulators will have a fairly profound impact upon performance measurement practices for investment firms. But more regulation may not yield the clarity intended to help investors and firms. That’s the take-away from a panel that was part of the 5th Annual Performance Measurement conference yesterday in New York,… Read More >>
Bolstering Performance Measurement
(Editor’s Note: When it comes to performance measurement, banks and trading firms face systems integration, data integrity, spreadsheet crawl and client reporting challenges, according to Philip Lawton, a senior analyst for market research firm Aite Group’s Institutional Securities and Investments team.Lawton specializes in regulatory trends, risk management, performance measurement, including Global Investment Performance Standards (GIPS),… Read More >>
The Art of Keeping Clients Happy
Preventing clients from storming out the door is akin to an art form. This was underscored by the stories that emerged during a recent conference organized by Financial Technologies Forum. Meeting clients’ needs can be especially difficult when there are discrepancies between what firms think their clients need and what the clients actually want. Some… Read More >>
Performance Measurement Systems Suffer Growing Pains
Performance measurement platforms are experiencing growing pains as the investment management industry consolidates, and as firms stretch their systems across the globe to branch offices, according to participants in last week’s 4th Annual Performance Measurement conference in New York, organized by the Financial Technologies Forum. In general, the major components of a comprehensive performance measurement… Read More >>
Time to Rethink Performance Measurement?
If done right, performance measurement helps firms greatly improve their investment decisions and better explain their results to clients—two essentials for attracting and keeping investors. Yet everywhere a firm looks when it comes to this issue there are expenses, says Philip Lawton, an expert on the matter. “It’s costly but not without internal benefits,” Lawton… Read More >>
