by admin | Jun 16, 2011 | certificate in investment performance measurement, CIPM
We just learned that the scoring for the most recent test session for the CIPM (Certificate in Investment Performance Measurement) has been completed, and the results are that 43% of the 185 individuals who sat for the Expert Level passed. At the Principles level, 51%...
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...
