Practical Ways to Get Insight: A How-to Guide for Reviewing Your Investment Managers' Performance

Failure to review performance is not only an employee evaluation shortfall, more importantly, it's an investment compliance issue. Not being able to assess whether or not your investment managers are following the pre-established investment policies places the firm at a great risk. Therefore, recognizing the value of understanding the performance of your investment managers, this information is not something that should be overlooked. > Download Now

Ten Reasons Your Rate of Return May Have Errors

In the investment management industry, there is an assumption that reliable, error-free rates of return are simply calculated with ease. However, there are several data issues that can impact the accuracy of performance.

Understanding the potential data anomalies that impact performance calculations will empower you to proactively identify and correct these anomalies in advance of distributing performance information to clients or other downstream applications. This document is dedicated to showing you potential data anomalies that impact performance calculations. > Download Now

Ten Things You Should Know Before Undertaking a Performance History Conversion

There are many things to consider as you prepare to convert historical performance data. Having a wealth of information about your legacy data and potential data landmines empowers you to prepare your stakeholders and better enables you to prepare a communication plan for performance recipients.