by admin | Jun 15, 2011 | client reporting
At last month’s PMAR (Performance Measurement, Attribution & Risk) IX Conference in Philadelphia, PA (USA), Beth Kaiser, CFA, CIPM of the CFA Institute informed our attendees of the initiative that is underway to develop client reporting standards. And this...
by admin | Jun 14, 2011 | GIPS, Global Investment Performance Standards
I conducted a pre-verification for our newest London client yesterday, and they asked a very interesting question: can they disclose their “Total Strategy Assets,” along with the composite and firm assets, in their GIPS(R) (Global Investment Performance...
by admin | Jun 13, 2011 | Investment Performance Guy, News
I stumbled upon an article I had saved from The Wall Street Journal, April 24, 2006 issue titled “Alphabet Soup,” by Karen Hube. The subtitle reads “Financial advisors are adding more titles to their business cards. Do any of these labels really...
by admin | Jun 10, 2011 | GIPS, Global Investment Performance Standards
The GIPS 2010 Exposure Draft sought to obtain a consensus to build a case to establish sunset provisions for certain required disclosures (e.g., name or strategy changes to composites) for GIPS(R) (Global Investment Performance Standards). And we are aware that some...
by admin | Jun 9, 2011 | attribution, currency
In yesterday’s Wall Street Journal, the editorial writer Holman W. Jenkins, Jr. wrote a piece about Goldman Sachs, explaining how they, and their chairman, Lloyd Blankfein, are being vindicated, as the SEC’s attempt to shift attention from their (the...
