Upcoming Conferences

Ashland Partners Educational Conference: Fundamentals of Performance Measurement & Attribution

Join Ashland Partners and Carl Bacon, CIPM, renowned performance measurement specialist and one of the founding members of GIPS, for a two day interactive course on critical concepts of performance measurement and attribution. Click here for more information.

September 18-19, 2017 • Denver, CO 

Location: Grand Hyatt Denver
1750 Welton Street
Denver, CO 80202

November 13-14, 2017 • Atlanta, GA

Location: Georgia Tech Hotel & Conference Center
800 Spring Street NW
Atlanta, GA 30308

Registration Fees:
Ashland Partners’ Client: $1,595
Non-Ashland Partners’ Client: $1,795
Organizations that register 2 or more individuals qualify for 50% off registration for the second attendee.

REGISTER_NOW

Top Ten Questions about Model Performance

1. What exactly is a “model” portfolio?

A model portfolio is a fictional account that does not include actual assets under management and is typically presented as an ideal combination of securities for a client’s portfolio. It is sometimes known as a “paper traded” portfolio because no buy or sell orders are placed by the manager. Although the firm may have clients with actual portfolios that follow the underlying investment strategy and hold identical securities, a model may vary in regards to security pricing and the timing of buys and sells. As a result, a firm may not have any client portfolios that precisely mirror the model. Continue reading Top Ten Questions about Model Performance

2017 GIPS Survey

Have you had a chance to participate in the 10-question survey that was released earlier this month? The results of the survey will aid Ashland Partners in assessing some of the challenges of being a GIPS® compliant firm. The survey will close this Friday, March 31.

If you do not claim compliance with the GIPS Standards, you can help us by answering the first two questions so that we can gather data on those reasons.

https://www.surveymonkey.com/r/PGDFPPB

Thank you again for taking a quick moment to reply to this survey. We look forward to sharing industry best practices with you soon.

Barclays Point Transition to Bloomberg: 1-Year Countdown

By Russ Glisker, Ariadne Associates, LLC

Bloomberg has recently described its plans for moving Barclays Point into the Bloomberg PORT environment. For the first time since the deal was announced, these descriptions have given Point users a reasonably clear view into the future and a basis for planning how to deal with these significant changes. Continue reading Barclays Point Transition to Bloomberg: 1-Year Countdown

2017 GIPS Compliance Form Now Available

This feature contains important information about the GIPS® firm notification requirement. Specifically, we will cover:

  1. Important information on what is required and not required with respect to completing the form;
  2. New information concerning some of the form’s optional information;
  3. New information regarding firms that have previously submitted a claim of compliance;
  4. A change in procedure regarding submitting corrections to CFA Institute; and
  5. A look at what is anticipated in the future regarding this requirement.

Continue reading 2017 GIPS Compliance Form Now Available

Upcoming Conference in Boston

Ashland Partners Educational Conference: Fundamentals of Performance Measurement & Attribution
May 17-18, 2017

Join Ashland Partners and Carl Bacon, CIPM, renowned performance measurement specialist and one of the founding members of GIPS, for a two day interactive course on critical concepts of performance measurement and attribution. Click here for more information.

Location: Hilton Boston Downtown/Faneuil Hall
89 Broad Street
Boston, MA 02110

Registration Fees:
Ashland Partners’ Client: $1,595
Non-Ashland Partners’ Client: $1,795
Organizations that register 2 or more individuals qualify for 50% off registration for the second attendee.

REGISTER_NOW

Ashland Partners Educational Conference: Advanced Performance Measurement & Attribution
May 19, 2017

An intensive master class for Investment Professionals and other key players in the investment chain who wish to increase their technical knowledge and gain a detailed understanding of all aspects of performance return attribution.

Location: Hilton Boston Downtown/Faneuil Hall
89 Broad Street
Boston, MA 02110

Registration Fees:
Ashland Partners’ Client: $800
Non-Ashland Partners’ Client: $895
Organizations that register 2 or more individuals qualify for 50% off registration for the second attendee.

REGISTER_NOW

Books and Records for Portability

By Nadeem Aftab, CPA

The first half of 2016 saw a record number of M&A transactions with Registered Investment Advisors – according to a study done by Financial Advisor Magazine. As a verifier, I am seeing more questions on the GIPS® rules surrounding a firm’s portability and the same question always comes up. What is sufficient for books and records? Continue reading Books and Records for Portability