Tag: investment performance.

Nearly 30 years since its creation, the Investment Decision Process (IDP) model remains a cornerstone tool for asset owners seeking to understand how individual...

Fifty years after the Sex Discrimination Act transformed women’s financial rights in the UK, new data from Revolut indicates that stubborn perceptions about women’s...

This year marks 25 years since the creation of Ortec Finance’s decision-based attribution model, a framework that has become a cornerstone for asset owners managing multi-asset portfolios.

As ESG factors play an increasingly central role in investment strategy, financial institutions are grappling with how to assess their impact effectively.

ByAllAccounts is transforming the landscape of WealthTech with the introduction of its open and closed tax lots data.

Understanding the mindset of intermediaries is paramount for asset managers aiming to engage and collaborate with broker-dealers effectively. It's essential to grasp the key drivers behind their decision-making processes and identify critical contacts within their home offices. Such insights can highlight potential leverage points even before partnerships are forged.

Exchange-traded funds (ETFs) offer numerous benefits over traditional mutual funds, from trading flexibility to cost efficiency and favorable tax conditions. ACA Group, a provider of scalable compliance, risk and technology solutions, recently explored the potential benefits of an ETF. 

The private markets have witnessed a substantial increase in managed assets over the last decade, attracting the attention of U.S. regulators aiming to enhance transparency through expanded regulation. With these regulatory developments, it's time to re-evaluate the Global Investment Performance Standards (GIPS), which have evolved from being the gold standard for investment performance presentation to a tool that assists advisers in meeting new regulations.