Category Archives: Performance Measurement

“What Is” GIPS?

Posted on January 22, 2013 by

The Global Investment Performance Standards (GIPS) is a set of voluntary, ethical principles that govern the reporting, valuation, advertising and disclosure issues of the funds overseen by investment management firms. The GIPS benchmarks are primarily used when investment managers present … Continue reading →

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Performance Measurement Wrap-Up

Posted on June 21, 2011 by

For all those who attended and participated in FTF’s 4th Annual Performance Measurement Conference yesterday in NYC, we would like to thank you for making it such a great and informative event yet again! Special thanks go out to all … Continue reading →

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Inside an Investor’s Portfolio: How Much Do They Know?

Posted on June 21, 2011 by

Risk management has become extremely important in the past year or two. The risk management teams at many firms have begun to reassess their roles and the way they manage risk in order to prevent past mistakes from being repeated. … Continue reading →

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Financial Technologies Forum: The Year Ahead

Posted on June 21, 2011 by

Well, I have to admit, as much as I love the Holidays and our company-wide break between 2011Christmas and New Year’s (I know, aren’t I a good boss?), it’s good to be back at work and back to a routine. … Continue reading →

Posted in Back-Office, Conference and Event Planning, Derivatives, Financial Crime, Financial Technologies Forum (FTF), Financial Technology, Hedge Funds, Performance Measurement, Securities Operations | Tagged , , , , , , , , | Leave a comment

Performance Fees – Good or Bad?… Part II

Posted on June 21, 2011 by

To read Part I of this article please click here. carl baconGuest Contributor: Carl Bacon, Chairman, StatPro Some critics of performance fees make the claim that asymmetric fees in particular encourage managers to take more risk if performance is poor … Continue reading →

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Performance Fees – Good or Bad? Part I

Posted on June 21, 2011 by

Guest Contributor: Carl Bacon, Chairman, StatPro After a brief lull during the credit crisis, performance (or incentive) fees are again becoming increasingly high profile. An excellent time therefore to pose two questions: Are they a good thing? And if used, … Continue reading →

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Individual Investors are Making a Comeback

Posted on June 21, 2011 by

Standard & Poor’s index is up 17 percent since late August, and other statistics are also showing that the market is improving slowly but surely. These improvements may be causing a bullish atAAIItitude and drawing individual investors back into the … Continue reading →

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What Does Separately Managed Account (SMA) Mean to You?

Posted on June 20, 2011 by

Guest Contributor:  Philip Lawton, Stone House Consulting LLC What does the phrase separately managed account (SMA) mean to you? If you work for an investment management firm with institutional clients, you probably think of their individual, stand-alone portfolios. However, if … Continue reading →

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