{"id":2398,"date":"2016-02-11T23:06:33","date_gmt":"2016-02-11T15:06:33","guid":{"rendered":"https:\/\/www.indataipm.com\/?p=2398"},"modified":"2024-09-20T10:28:58","modified_gmt":"2024-09-20T18:28:58","slug":"managing-performance-data","status":"publish","type":"post","link":"https:\/\/www.indataipm.com\/managing-performance-data\/","title":{"rendered":"Managing Performance Data"},"content":{"rendered":"<p>While scrutiny on performance reporting has increased based on the current regulatory environment and specific industry standards, like demonstrating GIPS compliance, the systems that calculate performance data by and large have not kept up with industry demands for more accurate and timely performance data management on an automated basis.<\/p>\n<p>The following white paper seeks to assist money management firms with assessing their performance systems and managing their data.\u00a0 It offers recommendations on best practices that can be used to manage performance data more efficiently.<\/p>\n<p>Please complete the form below and the white paper will be sent to you.<\/p>\n<h2>Download Our Whitepaper<\/h2>\n<p><!-- [if lte IE 8]>\n<script charset=\"utf-8\" type=\"text\/javascript\" src=\"\/\/js.hsforms.net\/forms\/v2-legacy.js\"><\/script>\n<![endif]--><br \/>\n<script charset=\"utf-8\" type=\"text\/javascript\" src=\"\/\/js.hsforms.net\/forms\/v2.js\"><\/script><br \/>\n<script>\n  hbspt.forms.create({\n\tportalId: \"5400112\",\n\tformId: \"d483ad05-614c-4b50-8e48-9eaa4874033b\"\n});\n<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>While scrutiny on performance reporting has increased based on the current regulatory environment and specific industry standards, like demonstrating GIPS compliance, the systems that calculate performance data by and large [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":2845,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_stc_notifier_status":"sent","_stc_notifier_sent_time":"2023-09-07 14:59:57","_stc_notifier_request":false,"_stc_notifier_prevent":false,"_stc_subscriber_keywords":"","_stc_subscriber_search_areas":"","content-type":"","footnotes":""},"categories":[177,71,38,106],"tags":[],"class_list":["post-2398","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-investment-management","category-big-data","category-data-management","category-white-papers"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Managing Performance Data | INDATA<\/title>\n<meta name=\"description\" content=\"Take a look at our white paper which seeks to assist money management firms with assessing their performance systems and managing their data.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.indataipm.com\/managing-performance-data\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Managing Performance Data | INDATA\" \/>\n<meta property=\"og:description\" content=\"Take a look at our white paper which seeks to assist money management firms with assessing their performance systems and managing their data.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.indataipm.com\/managing-performance-data\/\" \/>\n<meta property=\"og:site_name\" content=\"INDATA\" \/>\n<meta property=\"article:published_time\" content=\"2016-02-11T15:06:33+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-09-20T18:28:58+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2016\/02\/ManagingPerformance.png\" \/>\n\t<meta property=\"og:image:width\" content=\"624\" \/>\n\t<meta property=\"og:image:height\" content=\"300\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"David Csiki\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@indataipm\" \/>\n<meta name=\"twitter:site\" content=\"@indataipm\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"David Csiki\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.indataipm.com\/managing-performance-data\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.indataipm.com\/managing-performance-data\/\"},\"author\":{\"name\":\"David Csiki\",\"@id\":\"https:\/\/www.indataipm.com\/#\/schema\/person\/31ac2144f306e999a05ada27d5434beb\"},\"headline\":\"Managing Performance Data\",\"datePublished\":\"2016-02-11T15:06:33+00:00\",\"dateModified\":\"2024-09-20T18:28:58+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.indataipm.com\/managing-performance-data\/\"},\"wordCount\":104,\"publisher\":{\"@id\":\"https:\/\/www.indataipm.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.indataipm.com\/managing-performance-data\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2016\/02\/ManagingPerformance.png\",\"articleSection\":[\"AI Investment Management\",\"Big Data\",\"Data Management\",\"White Papers\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.indataipm.com\/managing-performance-data\/\",\"url\":\"https:\/\/www.indataipm.com\/managing-performance-data\/\",\"name\":\"Managing Performance Data | INDATA\",\"isPartOf\":{\"@id\":\"https:\/\/www.indataipm.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.indataipm.com\/managing-performance-data\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.indataipm.com\/managing-performance-data\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2016\/02\/ManagingPerformance.png\",\"datePublished\":\"2016-02-11T15:06:33+00:00\",\"dateModified\":\"2024-09-20T18:28:58+00:00\",\"description\":\"Take a look at our white paper which seeks to assist money management firms with assessing their performance systems and managing their data.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.indataipm.com\/managing-performance-data\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.indataipm.com\/managing-performance-data\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.indataipm.com\/managing-performance-data\/#primaryimage\",\"url\":\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2016\/02\/ManagingPerformance.png\",\"contentUrl\":\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2016\/02\/ManagingPerformance.png\",\"width\":624,\"height\":300,\"caption\":\"Partial laptop screen\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.indataipm.com\/managing-performance-data\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.indataipm.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Managing Performance Data\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.indataipm.com\/#website\",\"url\":\"https:\/\/www.indataipm.com\/\",\"name\":\"INDATA\",\"description\":\"iPM Intelligent Portfolio Management\",\"publisher\":{\"@id\":\"https:\/\/www.indataipm.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.indataipm.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.indataipm.com\/#organization\",\"name\":\"INDATA\",\"url\":\"https:\/\/www.indataipm.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.indataipm.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2022\/08\/indata-ai-logo-sml.png\",\"contentUrl\":\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2022\/08\/indata-ai-logo-sml.png\",\"width\":280,\"height\":51,\"caption\":\"INDATA\"},\"image\":{\"@id\":\"https:\/\/www.indataipm.com\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/x.com\/indataipm\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.indataipm.com\/#\/schema\/person\/31ac2144f306e999a05ada27d5434beb\",\"name\":\"David Csiki\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.indataipm.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/1257edd5d055e5cd9d3ceed07b6b48fd6a252570d3e5a987df87f403e2fb1a9e?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/1257edd5d055e5cd9d3ceed07b6b48fd6a252570d3e5a987df87f403e2fb1a9e?s=96&d=mm&r=g\",\"caption\":\"David Csiki\"},\"description\":\"David Csiki is the Managing Director and President of INDATA, a leading industry provider of software and services for buy-side firms including trade order management (OMS), compliance, portfolio accounting, and front-to-back office technology solutions. Prior to joining INDATA, Csiki was Manager of Marketing and Investor Relations at NYFIX, Inc. and was instrumental in developing the product concept and planning the successful launch of the company\u2019s flagship product, NYFIX, a FIX broker network.\",\"sameAs\":[\"https:\/\/www.linkedin.com\/in\/david-csiki-0a59799\"],\"url\":\"https:\/\/www.indataipm.com\/author\/csiki\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Managing Performance Data | INDATA","description":"Take a look at our white paper which seeks to assist money management firms with assessing their performance systems and managing their data.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.indataipm.com\/managing-performance-data\/","og_locale":"en_US","og_type":"article","og_title":"Managing Performance Data | INDATA","og_description":"Take a look at our white paper which seeks to assist money management firms with assessing their performance systems and managing their data.","og_url":"https:\/\/www.indataipm.com\/managing-performance-data\/","og_site_name":"INDATA","article_published_time":"2016-02-11T15:06:33+00:00","article_modified_time":"2024-09-20T18:28:58+00:00","og_image":[{"width":624,"height":300,"url":"https:\/\/www.indataipm.com\/wp-content\/uploads\/2016\/02\/ManagingPerformance.png","type":"image\/png"}],"author":"David Csiki","twitter_card":"summary_large_image","twitter_creator":"@indataipm","twitter_site":"@indataipm","twitter_misc":{"Written by":"David Csiki","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.indataipm.com\/managing-performance-data\/#article","isPartOf":{"@id":"https:\/\/www.indataipm.com\/managing-performance-data\/"},"author":{"name":"David Csiki","@id":"https:\/\/www.indataipm.com\/#\/schema\/person\/31ac2144f306e999a05ada27d5434beb"},"headline":"Managing Performance Data","datePublished":"2016-02-11T15:06:33+00:00","dateModified":"2024-09-20T18:28:58+00:00","mainEntityOfPage":{"@id":"https:\/\/www.indataipm.com\/managing-performance-data\/"},"wordCount":104,"publisher":{"@id":"https:\/\/www.indataipm.com\/#organization"},"image":{"@id":"https:\/\/www.indataipm.com\/managing-performance-data\/#primaryimage"},"thumbnailUrl":"https:\/\/www.indataipm.com\/wp-content\/uploads\/2016\/02\/ManagingPerformance.png","articleSection":["AI Investment Management","Big Data","Data Management","White Papers"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.indataipm.com\/managing-performance-data\/","url":"https:\/\/www.indataipm.com\/managing-performance-data\/","name":"Managing Performance Data | INDATA","isPartOf":{"@id":"https:\/\/www.indataipm.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.indataipm.com\/managing-performance-data\/#primaryimage"},"image":{"@id":"https:\/\/www.indataipm.com\/managing-performance-data\/#primaryimage"},"thumbnailUrl":"https:\/\/www.indataipm.com\/wp-content\/uploads\/2016\/02\/ManagingPerformance.png","datePublished":"2016-02-11T15:06:33+00:00","dateModified":"2024-09-20T18:28:58+00:00","description":"Take a look at our white paper which seeks to assist money management firms with assessing their performance systems and managing their data.","breadcrumb":{"@id":"https:\/\/www.indataipm.com\/managing-performance-data\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.indataipm.com\/managing-performance-data\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.indataipm.com\/managing-performance-data\/#primaryimage","url":"https:\/\/www.indataipm.com\/wp-content\/uploads\/2016\/02\/ManagingPerformance.png","contentUrl":"https:\/\/www.indataipm.com\/wp-content\/uploads\/2016\/02\/ManagingPerformance.png","width":624,"height":300,"caption":"Partial laptop screen"},{"@type":"BreadcrumbList","@id":"https:\/\/www.indataipm.com\/managing-performance-data\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.indataipm.com\/"},{"@type":"ListItem","position":2,"name":"Managing Performance Data"}]},{"@type":"WebSite","@id":"https:\/\/www.indataipm.com\/#website","url":"https:\/\/www.indataipm.com\/","name":"INDATA","description":"iPM Intelligent Portfolio Management","publisher":{"@id":"https:\/\/www.indataipm.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.indataipm.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.indataipm.com\/#organization","name":"INDATA","url":"https:\/\/www.indataipm.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.indataipm.com\/#\/schema\/logo\/image\/","url":"https:\/\/www.indataipm.com\/wp-content\/uploads\/2022\/08\/indata-ai-logo-sml.png","contentUrl":"https:\/\/www.indataipm.com\/wp-content\/uploads\/2022\/08\/indata-ai-logo-sml.png","width":280,"height":51,"caption":"INDATA"},"image":{"@id":"https:\/\/www.indataipm.com\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/x.com\/indataipm"]},{"@type":"Person","@id":"https:\/\/www.indataipm.com\/#\/schema\/person\/31ac2144f306e999a05ada27d5434beb","name":"David Csiki","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.indataipm.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/1257edd5d055e5cd9d3ceed07b6b48fd6a252570d3e5a987df87f403e2fb1a9e?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/1257edd5d055e5cd9d3ceed07b6b48fd6a252570d3e5a987df87f403e2fb1a9e?s=96&d=mm&r=g","caption":"David Csiki"},"description":"David Csiki is the Managing Director and President of INDATA, a leading industry provider of software and services for buy-side firms including trade order management (OMS), compliance, portfolio accounting, and front-to-back office technology solutions. Prior to joining INDATA, Csiki was Manager of Marketing and Investor Relations at NYFIX, Inc. and was instrumental in developing the product concept and planning the successful launch of the company\u2019s flagship product, NYFIX, a FIX broker network.","sameAs":["https:\/\/www.linkedin.com\/in\/david-csiki-0a59799"],"url":"https:\/\/www.indataipm.com\/author\/csiki\/"}]}},"_links":{"self":[{"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/posts\/2398","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/comments?post=2398"}],"version-history":[{"count":3,"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/posts\/2398\/revisions"}],"predecessor-version":[{"id":8273,"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/posts\/2398\/revisions\/8273"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/media\/2845"}],"wp:attachment":[{"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/media?parent=2398"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/categories?post=2398"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/tags?post=2398"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}