Compliance reporting
Reporting that survives an audit
Regulatory expectations keep rising and the cost of a restated report is paid in client trust. Quant Reports produces reports with the calculation methodology, disclosures and audit trail already built in — so compliance is a property of the output, not a review step after it.
Compliance as a property of the report The sections below summarise how compliance-ready reporting works, where GIPS fits, and how Australian managers have thought about it. Each one is a short reading, then a link to the source article — the articles keep the long form; this page is the commercial path into them.
What the articles cover
What “compliance-ready” actually means
Calculation methodology, disclosures and an audit trail sit in the output, not in a review step after it. Centralised data, automated calculations, built-in checks and a change log keep figures consistent before they reach a template.
Read the compliance articleWhy manual production is the risk
Spreadsheets break as funds, positions and jurisdictions multiply. The cost of a wrong figure is paid in client trust as well as any regulatory follow-up — and the miss usually starts in a manual handoff, not in the strategy.
Read the compliance articleGIPS-compliant presentations
Of the world's 100 largest asset managers, around 85% claim GIPS compliance. The factsheet article covers input data, composites, time-weighted returns, ex-post standard deviation and the disclosures a presentation has to carry — the long form stays in the article.
Read: GIPS for fund factsheetsGIPS in the Australian market
Uptake in Australia has lagged, often on misconceptions: that GIPS is only a global passport, that compliance is only a cost, that composites are too hard, or that asset owners are not asking. Those points are from David Spaulding (2017), republished with attribution.
Read the GIPS Australia articleWhat investors now expect
Investors treat reporting hygiene as a proxy for operational hygiene. Institutional due diligence now quizzes how numbers are produced, not only the numbers themselves. A transparent path from data to disclosure is what they expect to see.
Read the compliance articleGetting there
Map the sources that feed each report, then the bottlenecks and error risks in the current workflow. Evaluate tools that connect to what you already run, check they can scale, and train the team who will own the outputs.
Read the compliance articleRelated reading
All insights- FAQ
Security and compliance questions, including whether GIPS-compliant presentations are supported, are answered on the FAQ.
- Glossary
Composite and GIPS are defined as terms, then pointed back here for the commercial path into the articles.
- Fund factsheets
On-brand factsheets are one of the presentations GIPS rules actually land on. The factsheet solution is the commercial path for that output.
Talk to us about GIPS reporting
If the next committee pack has to survive an audit, start with the data and the methodology — not a restatement after the fact.