Data Warehousing Proves First Hurdle For AIMR and GIPS Compliance


LONDON--Effective data collection, storage and processing is the first step in building a technology infrastructure for meeting portfolio reporting standards, and one to which many asset management firms are only now, belatedly, turning their attention.

Under existing Association for Investment Management and Research (AIMR) criteria and recently accepted Global Investment Performance Standards (GIPS), money management firms are now faced not only with producing fund performance statistics to

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