• The Composite Insider

  • By: Ivy Hesse
  • Podcast

The Composite Insider

By: Ivy Hesse
Listen for free

  • Summary

  • 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.
    © 2025 @ Composite Insider by Synercate
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Episodes
  • One Firm, One Standard

    One Firm, One Standard
    Jan 19 2025

    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

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    6 mins
  • Drawing the Lines

    Drawing the Lines
    Jan 28 2025

    In this episode of The Composite Insider, we dig into one of the most fundamental decisions in GIPS compliance - defining your firm.

    Join our global team at Global Horizon Investments as they grapple with a complex question: what exactly constitutes their "firm" for GIPS purposes?

    Through their story, we explore Provision 1.A.2 of the GIPS Standards, which requires firms to establish clear boundaries as distinct business entities. Listen as Sofia, the new Head of Performance, leads a diverse team across Africa, Europe, Middle East, and the Americas in navigating this crucial decision.

    Key points covered:

    • Options for defining a firm under GIPS
    • The concept of "held out to the public"
    • Balancing global branding with local autonomy
    • Managing multiple investment processes and client types
    • Common pitfalls in firm definition

    Whether you're a global investment manager with multiple divisions or a boutique firm considering GIPS compliance, this episode provides practical insights into making this critical decision.

    Channel Intro

    Get More Compliance Resources - compositeinsider.com

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    Support the show

    Get more resources at compositeinsider.com
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    8 mins

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