Meet the Experts
As a leading provider of performance reporting solutions, the Albridge team offers the industry’s deepest experience in developing performance reporting technology and understanding of industry standards.
Expert In: Performance Reporting and Operations Management Latest Article:
The Dynamic Evolution of Business Planning for Investment Professionals
The typical business planning cycle can take 10 to 20 hours per year—or more. What's the "ROI" for this time commitment? In truth, few investment professionals have an answer.
Expert In: Performance Reporting Latest Article:
The Myths of GIPS®: Money-Weighted Returns for Client Performance Reporting
When measuring performance, results can differ depending on whether money-weighting or time-weighting is used. The time-weighted Global Investment Performance Standards (GIPS) are often viewed as an industry best practice. As a result, GIPS are often applied to all business models. However, money-weighting may actually be the more appropriate way to accurately measure performance.
Expert In: Performance Reporting Latest Article:
Five Ideas for Improving Portfolio Performance
Adjusting or refining an investment professional's process to take advantage of new tools adds up to more satisfied clients, who feel more in control of their progress toward wealth accumulation goals.
Expert In: Enterprise Data Management, Performance Reporting and Interoperability Latest Article:
Democratizing the Rate of Return: Real-time Portfolio Performance and Risk Reports for All Investors
To retain their "trusted" status, financial professionals must provide investors with complete information—or risk losing them. Demonstrate your value to clients by providing a personalized rate of return. Let Albridge show you how.
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