Client reporting standards: are they necessary?

Client reporting standards: are they necessary?

At last month’s PMAR (Performance Measurement, Attribution & Risk) IX Conference in Philadelphia, PA (USA), Beth Kaiser, CFA, CIPM of the CFA Institute informed our attendees of the initiative that is underway to develop client reporting standards. And this...
Total Strategy Assets

Total Strategy Assets

I conducted a pre-verification for our newest London client yesterday, and they asked a very interesting question: can they disclose their “Total Strategy Assets,” along with the composite and firm assets, in their GIPS(R) (Global Investment Performance...

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