Category Archives: Performance & Risk

24/10/2012

We recently reported that regulatory change programmes would be among the top priorities for 85% of investment managers in 2013. Our latest research published this week as part of our Intelligence service, shows that for 75% of firms the emerging and …

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perf+risk
10/10/2012

The financial services industry has undergone significant change over the past two decades; an era of massive deregulation which saw the emergence of new institutions (private partnerships and hedge funds) and technologies facilitating high-speed global interactivity. The result was financial …

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22/08/2012

Richard Phillipson will be speaking on the topic of “The Art of Asset Allocation in Challenging Markets” at the Wilshire Analytics Client Conference in London on Thursday 4 October. Richard will share thoughts on the performance and risk issues that will be …

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25/04/2012

Today, the performance analyst focuses more on ensuring the performance calculations, results and analysis are correct for the investment strategy, and less on ensuring the data and transaction inputs are correct. Data and transaction validation are now more frequently delegated …

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perf+risk
01/06/2010

Market events over the last few years have increased the profile of risk management within investment management firms and among clients who are becoming more cautious, continuously monitoring their manager’s processes and procedures – including their ability to manage all …

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perf+risk
08/01/2009

Fund managers have devoted a lot more attention to counterparty risk in the past 12 months. The reasons for this are all too  apparent; the liquidity crisis led to the collapse of several organisations  including Bear Stearns, Northern Rock, HBOS …

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10/12/2005

Attribution is the dominant technique performance teams at investment management companies use to explain a fund’s performance to both internal and external clients. The use of attribution is growing in response to both internal and external pressures; pension fund clients …

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perf+risk
30/09/2004

The role of performance teams has changed considerably over the last 15 years. The detail, frequency and timeliness of the team’s deliverables have become more aggressive, as asset managers and their clients now want monthly, weekly and even daily performance …

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