Products by Albridge Solutions

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 ...Read More

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.

Current studies show that as trust between an investor and financial professional grows, investors are more likely to turn over a greater share of household wealth. Investors have a strong desire to know—in real time—how their portfolios are performing. To retain their "trusted" status, financial professionals must provide them with complete information, or risk losing them.

Quarterly reports often fail to tell investors how their portfolios are performing in the face of market fluctuations. Demonstrate your value to your clients by providing a personalized rate of return. Let Albridge show you how.

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 ...Read More

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. The Myths of GIPS whitepaper addresses the value (and limitations) of time-weighted performance measurement and offers insight into tailoring reporting methods to better serve clients, including:
-The distinct advantages of time-weighted and money-weighted returns
-How to choose the appropriate calculation method
-The benefits of offering a choice of reporting options
This paper will help educate firms on the benefits of using money-weighted versus time-weighted performance measurement.

In the past decade, the financial services industry has undergone a major transformation, with the industry continuing to consolidate and competition intensifying. Simultaneously, the shift from ...Read More

In the past decade, the financial services industry has undergone a major transformation, with the industry continuing to consolidate and competition intensifying. Simultaneously, the shift from transaction-based to fee-based business models is accelerating and the role of regulatory agencies is evolving from one of basic oversight and guidance to one of proactive enforcement. This paper explores the need of financial institutions and investment professionals to focus on implementing enterprise-wide consolidated data management and client wealth reporting solutions to address these trends.