Archives of Compliance

Why Compliance-Ready Reporting is Critical for Fund Managers in 2025

Compliance obligations for fund managers have always been extensive, but the past few years have taken this reality to a new level. Regulatory requirements are piling up, investor expectations around transparency are surging, and global financial authorities are getting more assertive regarding oversight. If you’re a fund manager—whether overseeing a small hedge fund, a mid-sized […]
1 week ago

A “down under” lesson about GIPS®

A repost from: https://spauldinggrp.com/a-down-under-lesson-about-gips/ | Posted by David Spaulding – October 24, 2017 Australia’s relationship with presentation standards A little background for you: Australia was one of the first country sponsors of the Global Investment Performance Standards. They had their own standard (AIPS: Australian Investment Performance Standards), but actively participated in the development of GIPS. […]
5 years ago

GIPS Compliance for Fund Factsheets

Of the Top 100 asset management firms around the world, around 85% claim compliance with the Global Investment Performance Standards (GIPS) –  this is increasingly common as more firms adopt the standard. The Quant Reports platform has all the required widgets and calculation methodologies to present GIPS compliant presentations. Complying with the latest GIPS standards […]
5 years ago