SPECIAL REPORT: GIPS 2020 is Shaking Up Performance Metrics & Reporting

The updated GIPS 2020 benchmarks are causing firms to embrace new ways to organize funds and new regulatory rules governing reporting.   

In this special report, FTF News covers the many positive impacts the GIPS 2020 guidelines are having on the industry. Two years on, this game-changing industry standard is facilitating improvements long sought by performance measurement teams, and technology firms like SS&C Advent have worked diligently to keep their clients compliant. Read more to learn the many benefits gained from following GIPS 2020 specifications, including those for alternatives.

This report includes a case study with a securities firm that has benefited long term from trusting its technology and compliance needs to SS&C Advent and a discussion with Matt Ahlstrand, Vice President of Product Management and Solutions Consulting for SS&C Advent, on how the Advent Portfolio Exchange (APX) is keeping up with industry demands for more advances in portfolio accounting, performance measurement, and reporting. He answers questions about investment book of record support, composites, and accommodating advances in ESG data and APIs.