by David Spaulding | Oct 17, 2016 | GIPS, GIPS compliance, Global Investment Performance Standards, Investment Performance Guy
Steps to GIPS compliance, if you’re not quite ready to comply We were recently asked the following: “Do you have any recommendations or best practices we should be employing now to provide an easier transition to GIPS® reporting in the future?” I guess...
by David Spaulding | Oct 14, 2016 | GIPS, GIPS compliance, Global Investment Performance Standards, Investment Performance Guy
GIPS Survey Time The GIPS(R) Executive Committee has posted a survey here, and they’d like your input. The survey will only take you a few minutes. One question they ask is what changes you’d make to the Standards. I offered three: Change the composite...
by David Spaulding | Oct 10, 2016 | performance measurement, Investment Performance Guy
Ranking financial advisers … skip their actual performance Many individuals and institutions rely on the help of financial advisers to assist them in making investment decisions. They go by a variety of names (and spellings), including registered reps, wealth...
by David Spaulding | Oct 4, 2016 | performance measurement
GIPS Asset Owner Guidance Statement is being revised! The GIPS® Asset Owner Guidance Statement is being revised. A draft was distributed a few weeks ago, and firms have until October 29 (or, if you prefer, 29 October) to respond with their thoughts. We decided to host...