Blog Archives

Our Most-Read Blog Posts of 2016

As we close out the year, we’re sharing our most-read blog posts from the past 12 months. Here’s the list from 2016, arranged in chronological order. We’re looking forward to seeing you back here on the blog next week.

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Posted in Advent News, Asset Managers, Regulation, Compliance, and Security, Traditional and Alternative Asset Management, Trends, Wealth Management and Financial Planning

Meeting GIPS Marketing Requirements to Help Win Business

By Julia Reyes, Partner at Ashland Partners & Co., LLP Firms often view compliance with the Global Investment Performance Standards, or GIPS, as a major challenge and a tedious chore, but in the end it yields a big benefit: it

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Posted in Advisors, Asset Managers, Compliance, Wealth Management

GIPS Committees and Working Groups: Right for you?

When did committees get a bad rap? As in, “A camel is a horse created by a committee.” True, committees can sometimes complicate matters, but some decisions benefit from extensive deliberation and agreement among people with different perspectives. That’s why

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Posted in Asset Managers, Traditional and Alternative Asset Management

For Firms New to GIPS: Best Practices in Composite Management

Past performance, the saying goes, does not predict future results. But that doesn’t stop prospective clients from asking about your performance. In fact, the ability to tout your track record is an essential tool in winning clients and growing your

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Posted in Asset Managers, Traditional and Alternative Asset Management

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