by admin | Jul 15, 2011 | GIPS, Global Investment Performance Standards, verification
We have been in discussions with a firm that doesn’t claim compliance with GIPS(R) (Global Investment Performance Standards), but still wants their returns “verified.” They wanted to know what they need and what their options are.The introduction of...
by admin | Jul 14, 2011 | benchmarks
I received some interesting questions this week from someone regarding changes to a client’s benchmark, which I thought would be worth sharing here.I am gathering views from respected performance measurement professionals on an issue that has arisen with regard...
by admin | Jul 12, 2011 | Investment Performance Guy, News
Not me, but we (our firm, TSG, that is), are tweeting away. We have decided to create a Twitter account, meaning that we will be tweeting news and informational items we feel have interest to our friends and colleagues. Dave Mory, our sales associate and resident...
by admin | Jul 11, 2011 | GIPS, Global Investment Performance Standards, verification
A firm we consulted to a few years ago responded to one of our marketing pieces about verification, wondering if they should make the investment to undergo this exercise. They have claimed compliance with the Global Investment Performance Standards (GIPS(R)) for some...
by admin | Jul 10, 2011 | money-weighting, time-weighting
This weekend’s WSJ has once again provided us with a topic to address, specifically from Jason Zweig’s column, titled “Why We Can’t Tell if the Market is Half Empty or Half Full.” He points out that “For most investors, getting a...
