by admin | Oct 2, 2012 | Investment Performance Guy, News
I am conducting a “non-GIPS(R)” verification this week for a client who uses “rep” (representative) account performance for marketing purposes. This particular firm is not easily able to comply with GIPS (Global Investment Performance...
by admin | Oct 1, 2012 | Investment Performance Guy, News
We were recently sent the following question, that relates to GIPS(R) (Global Investment Performance Standards) and composites:What becomes of a composites performance if the strategy (value, growth, etc) remains the same, but a new team of portfolio managers and...
