by admin | May 12, 2010 | GIPS, Global Investment Performance Standards
I’m conducting a GIPS(R) (Global Investment Performance Standards) verification and encountered something somewhat unusual. The client uses a well known software package to calculate their returns and use a daily method. Here are the approximate details for one...
by admin | May 12, 2010 | GIPS, Global Investment Performance Standards, IRR, time-weighting
Almost 40 years ago I came across a “management test” (of the faux variety) which presented a variety of scenarios which required the “test taker” to respond to. For example: You’re at lunch with your largest client when for some reason...
by admin | May 10, 2010 | GIPS, Global Investment Performance Standards
The long-awaited list of Q&As regarding the Global Investment Performance Standards (GIPS(R)) 2010 edition are beginning to be answered. Go here and limit the search to “after April 2010” to see the first batch. I have only started to review them and...
by admin | May 8, 2010 | Investment Performance Guy, News
I’m taking some liberties here, as this is mainly John’s blog, but knowing that most of the readers probably work for firms that claim compliance with the Global Investment Performance Standards, I thought you might find this invite of interest.Many firms...
by admin | May 8, 2010 | GIPS, Global Investment Performance Standards
I just posted this on Linkedin and so want to extend this invite to my blog readers, too. Many firms struggle with their Global Investment Performance Standards (GIPS(R)) policies and procedures; and even for those who feel theirs are pretty good, there is always an...