by admin | Mar 31, 2011 | GIPS, Global Investment Performance Standards, stock lending
Simple answer: when you didn’t create it. That is, when you’re not responsible for it being here.I conducted a GIPS(R) (Global Investment Performance Standards) verification for an asset manager whose clients get income from stock lending. The option to...
by admin | Mar 28, 2011 | GIPS, Global Investment Performance Standards
Within the GIPS(R) Standards (Global Investment Performance Standards), certain words have special meaning; and it’s important that compliant firms understand this. In this animation we touch upon some of them
by admin | Mar 23, 2011 | GIPS, Global Investment Performance Standards, Modified Dietz
A GIPS(R) (Global Investment Performance Standards) verification client sent me a note recently, stating that they had historically used Modified Dietz for their returns, but will be switching to “true daily.” He asked if this was permitted or if they...
by admin | Mar 17, 2011 | risk, Standard Deviation
Odd title for a blog post, right? Well, it’s my silly way to introduce a term which is often bantered about but not often discussed: “noise.” No, I’m not talking about the sounds that come through the hotel room while you’re trying to...
