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Efficiency in the Aggregate: Why Private Wealth Managers Should Adopt Composites

 

Efficiency in the Aggregate: Why Private Wealth Managers Should Adopt Composites

While building composites is common among institutional asset managers, private wealth managers have not adopted them to the same degree – but a shift is already underway, and this will continue to change as wealth managers face renewed scrutiny.

The Case for Composites

As the wealth management space has advanced, so too have the regulatory and guideline-related frameworks in which these firms operate, as well as the technology that enables them. It all adds up to an increasingly powerful case for private wealth managers to adopt composites.

Download your free eGuide to learn:

  • What market changes have facilitated the adoption of composites in the private wealth space
  • The benefits of GIPS® compliance for private wealth managers
  • How Confluence's web-based composites solution enables clients to achieve compliance with current and future GIPS standards