by admin | Nov 9, 2011 | GIPS, Global Investment Performance Standards
One of our GIPS(R) (Global Investment Performance Standards) verification clients posed the following question: “We have had the question come up here as to whether a potential limited partner in a partnership that we manage (managed in a similar manner to a...
by admin | Nov 7, 2011 | GIPS, Global Investment Performance Standards
I did not attend this year’s annual GIPS(R) (Global Investment Performance Standards) conference in Chicago, though we sponsored it, and four of my colleagues were present. I learned that someone raised a question which I put forward here a few days ago,...
by admin | Nov 5, 2011 | Investment Performance Guy, News
Dippin’ Dots’ claim of being the “ice cream of the future” appears to have been a bit aggressive, as it declared for bankruptcy.Granted, this bold statement was merely their tag line, and perhaps some could foresee ice cream actually...
by admin | Nov 3, 2011 | Investment Performance Guy, News
A client recently asked about the appropriateness of reporting volatility and tracking error, for one and three month time periods, based on daily values. In addition, whether the results should be annualized. He was curious about the “best practices” for...
by admin | Nov 1, 2011 | composites, GIPS, Global Investment Performance Standards
One of our GIPS(R) (Global Investment Performance Standards) verification clients called to ask what’s the best practice for composite construction. Interesting question, I think.We first touched on the meaning of “best practice,” as it relates to...