by admin | Aug 18, 2010 | GIPS, Global Investment Performance Standards
I’ve commented in the past how the new version of the Global Investment Performance Standards (GIPS(R)) can be a bit confusing. The “2010” in the title refers to the published date; the effective date is 2011 (actually, January 1, 2011). But when do...
by admin | Aug 16, 2010 | Investment Performance Guy, News
Last week I interviewed Northfield Information Services’ founder and president, Dan diBartolomeo for The Journal of Performance Measurement(R). Dan shared many insights with me, and I’m sure our readers will find his thoughts and comments quite compelling....
by admin | Aug 14, 2010 | Investment Performance Guy, News
An interesting question was posed to me recently; one that I hadn’t previously thought about. A client who wants to become compliant with the Global Investment Performance Standards (GIPS(R)) has three strategies, each of which has been in existence for 20...
by admin | Aug 11, 2010 | GIPS, Global Investment Performance Standards
Let’s say you have a client who asks you to raise a sum of money, which requires you to sell securities. At what point is this cash no longer yours? That is, at what point should the cash no longer be reflected in the portfolio as being under your discretion?...
by admin | Aug 10, 2010 | GIPS, Global Investment Performance Standards
A hedge fund is considering us and a small CPA firm to do their GIPS(R) (Global Investment Performance Standards) verification and they also want an examination done. If they pass, they want to be able to say that their records “have been audited.” We...
