The Composite Insider
Welcome to The Composite Insider, where complex investment standards become engaging stories.
Through carefully crafted 7-10 minute episodes, we transform technical provisions into memorable narratives, following a global team of investment professionals as they navigate the challenges of implementing industry standards.
Our unique storytelling approach makes performance standards accessible and relatable, whether you're a seasoned professional or new to the industry.
Each episode weaves real-world scenarios with expert insights, building from foundational concepts to advanced applications using our proven 9-step implementation framework.
Join our diverse cast of characters from across the globe as they tackle common implementation challenges, share practical solutions, and demonstrate how standards shape the investment industry.
From GIPS compliance to broader investment industry standards, we're here to guide you through the complexities with clarity and expertise.
Perfect for:
- Performance measurement professionals
- Compliance officers
- Investment operations teams
- Asset management executives
- Anyone interested in investment industry standards
- Investment Industry Professionals and regulators
The Composite Insider: Making Standards Accessible, One Case Story at a Time.
The Composite Insider
One Firm, One Standard
Episode 1: Firm-Wide Compliance
This episode delves into the critical importance of firm-wide Global Investment Performance Standards (GIPS) compliance.
Through a fictional case study, we explore the challenges faced by a global investment firm grappling with inconsistent performance reporting across different regions.
We discuss the key principles of GIPS Provision 1.A.1 and provide practical guidance on achieving true firm-wide compliance, including:
- Comprehensive assessment and cataloging of all portfolios and strategies
- Clear definition of firm boundaries
- Standardization of performance calculation and presentation methodologies
- Fostering a culture of transparency and accountability
Key takeaway: GIPS compliance is not an option; it's a fundamental requirement for ethical investment management.
Channel Intro
Get More Compliance Resources - compositeinsider.com
Signoff and call to support channel.
Get more resources at compositeinsider.com
.png)
