Performance and Attribution

August 2016: Telling the Difference Between Skill and Luck

The difference between skill and luck came under the spotlight after the golden period of the mid-2000's when asset managers produced-double returns. Transparency into how assets are managed is the best way to differentiate the two.

Gliding Down: Pensions Seek to Match Tech to LDI Strategies

After fits and starts, defined-benefit corporate pension plans on both sides of the Atlantic are now in steady pursuit of liability-driven investment strategies that more closely align future responsibilities and current assets. This has had a meaningful…

PBOR: The need for a single source of performance data

Without a consistent source of data and limited functionalities in existing systems, firms are unable to perform tasks that are becoming increasingly important in the investment management industry. To gain a competitive advantage in today’s market, it…

OneVue Joins Calastone Network

Australian fund manager OneVue has joined Calastone’s global funds transaction network to automate fund transactions previously communicated by fax.

Performance Measurement: The Devil’s in the Data

Performance measurement has always been one of the most crucial business processes that all buy-side firms need to manage, irrespective of their investment strategies and the complexity of their operating models. Victor Anderson recently caught up with…

IMA Publishes IBOR Standards, but Every IBOR is Unique

Just as the UK's Investment Management Association (IMA) releases the first circular on the requirements and definition of the Investment Book of Record (IBOR), panelists at the Buy-Side Technology European Summit in London on Tuesday reflected on what…