In today’s fast-paced investment environment, many firms are seeking ways to streamline their processes and reduce the operational burden on their teams. For those managing composites, this is particularly important, especially as they grow and accumulate more client accounts under management. The operational demands of tracking performance, ensuring compliance, and […]
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Guardian Performance Solutions Enhances Services with Confluence Revolution Composites
At Guardian Performance Solutions LLC (GPS), we continuously seek innovative solutions to enhance our services and ensure our clients stay ahead in the ever-evolving regulatory landscape. We are excited to announce our latest strategic partnership with Confluence Technologies, Inc., a global leader in technology solutions for regulatory, analytics, and investor […]
Continue ReadingApplication of the GIPS® Standards to Pooled Funds
Originally designed to standardize performance reporting for individual separately managed accounts, the Global Investment Performance Standards (GIPS® standards) have evolved over time to accommodate the complexities of pooled funds – encompassing mutual funds, hedge funds, and other collective investment vehicles where ownership interests may be held by more than one […]
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