GIPS

Explore the Latest Issues Affecting the Cost of Capital and ESG at EnerCom's Virtual The Oil & Gas Conference® August 17-19, 2020

Retrieved on: 
Thursday, July 23, 2020
Professional certification in finance, Personal finance, GIPS, Haynes and Boone, Certified Financial Planner Board of Standards, Boone, Daniels College of Business

Chris Hughen, Associate Professor University of Denver Chris regularly teaches graduate courses in security analysis and international finance.

Key Points: 
  • Chris Hughen, Associate Professor University of Denver Chris regularly teaches graduate courses in security analysis and international finance.
  • Hughen holds a PhD in finance from the University of Missouri, and his specialties include investment performance measurement and GIPS.
  • His research has won awards from the CFP Board of Examiners, Academy of Financial Services and the Daniels College of Business.
  • Additional sponsors of The Oil & Gas Conference 25 include Enverus; CAC Specialty; Haynes and Boone, LLP; PNC; and Bank of America.

PEF Services Releases White Paper on Private Capital Performance Reporting

Retrieved on: 
Tuesday, February 12, 2019
PEF, GIPS, Public Employees Federation

WEST ORANGE,N.J., Feb. 12, 2019 /PRNewswire/ --PEF Services, a leading fund administrator for Alternative Investment Managers, today announced the release of a new white paper entitled " The New Era in Performance Reporting ."

Key Points: 
  • WEST ORANGE,N.J., Feb. 12, 2019 /PRNewswire/ --PEF Services, a leading fund administrator for Alternative Investment Managers, today announced the release of a new white paper entitled " The New Era in Performance Reporting ."
  • Drawing on PEF's extensive fund administration expertise ,and knowledge on the subject of performance reporting, this white paper highlights how firm managers and their investors can use newly revised global reporting standards to solve private capital's most urgent challengethe lack of transparency and comparabilitywhile at the same time highlighting the outsized returns present in private capital markets.
  • Performance reporting was the subject of a recent webinar entitled " Private Equity Performance Reporting Hot Topics and the 2020 GIPS Standards ."
  • PEF Services is the new standard in providing high-value, high-touch Fund Administration services and technology solutions that elevate operational performance to drive and support sustainable growth.

Eagle Investment Systems and ACA Compliance Group Collaborate to Streamline Performance Data Reporting for GIPS Verification

Retrieved on: 
Wednesday, September 5, 2018
Information technology management, Business process management, Verification, GIPS

The Eagle Performance suite helps to support the data sets required for managers to claim GIPS compliance.

Key Points: 
  • The Eagle Performance suite helps to support the data sets required for managers to claim GIPS compliance.
  • By standardizing data collection and the packaging and reporting processes, Eagle and ACA are streamlining the annual verification workflows for their common clients, which will result in material time savings for clients during the verification process.
  • "This collaboration creates a simple solution to the verification process," said Mark Goodey, Eagle's Senior Principal of Investment Analytics.
  • ACA Compliance Group ("ACA") is a leading provider of risk management and technology solutions that focus on regulatory compliance, performance, financial crime, and cybersecurity.

Eagle Investment Systems and ACA Compliance Group Collaborate to Streamline Performance Data Reporting for GIPS Verification

Retrieved on: 
Wednesday, September 5, 2018
Information technology management, Business process management, Verification, GIPS

The Eagle Performance suite helps to support the data sets required for managers to claim GIPS compliance.

Key Points: 
  • The Eagle Performance suite helps to support the data sets required for managers to claim GIPS compliance.
  • By standardizing data collection and the packaging and reporting processes, Eagle and ACA are streamlining the annual verification workflows for their common clients, which will result in material time savings for clients during the verification process.
  • "This collaboration creates a simple solution to the verification process," said Mark Goodey, Eagle's Senior Principal of Investment Analytics.
  • ACA Compliance Group ("ACA") is a leading provider of risk management and technology solutions that focus on regulatory compliance, performance, financial crime, and cybersecurity.

Advyzon Enhances Composite Reporting Capabilities for Advisors

Retrieved on: 
Thursday, August 16, 2018
Composite, GIPS

CHICAGO, Aug. 16, 2018 /PRNewswire/ -- Advyzon , an industry-leading, cloud-based financial advisor technology platform, today announced the addition of enhanced composite reporting capabilities.

Key Points: 
  • CHICAGO, Aug. 16, 2018 /PRNewswire/ -- Advyzon , an industry-leading, cloud-based financial advisor technology platform, today announced the addition of enhanced composite reporting capabilities.
  • It allows for advisors to view practice-level composite data including trailing composite performance, total AUM by composite, composite standard deviation, and a composite list with key profile details without the need to run reports.
  • Advyzon's upgraded reporting features will allow advisors to easily pull composite membership history, performance audit, composite performance versus benchmarks, GIPS compliance presentation and composite risk statistics.
  • "Composite reporting can be quite arduous and time-consuming for advisors, and our new dashboard will help them to significantly streamline and simplify the process," said Dirk Pearson, president of client services at Advyzon.