by admin | Feb 2, 2011 | GIPS, Global Investment Performance Standards, rates of return
I conducted a GIPS(R) (Global Investment Performance Standards) verification for a client on Monday and was asked if it made sense to calculate returns in multiple ways. That is, if they know that the client’s custodian or consultant calculates returns using a...
by admin | Jan 31, 2011 | GIPS, Global Investment Performance Standards
I have always enjoyed history; so much so that when I went to college there were only two subjects I considered majoring in: math and history. I chose math because I thought there were greater prospects for jobs with this major, though I have continued to support my...
by admin | Jan 28, 2011 | Investment Performance Guy, News
I thank Todd Brunskill from First Rate for bringing this paper to my attention via Linkedin: some interesting quotes with commentary by CFA Institute’s Director, Investor Education, Thomas Collimore. It’s clever, humorous, memorable and insightful. I think...
by admin | Jan 27, 2011 | Investment Performance Guy, News
Is my title strong enough? Perhaps not, but it’s all I have right now. It is in response to an online article I stumbled upon that strongly encourages investors to ask for, believe it or not, time-weighted returns! The article, by Doug May and titled “Five...
by admin | Jan 26, 2011 | GIPS, Global Investment Performance Standards, verification
One of our GIPS(R) (Global Investment Performance Standards) verification clients recently mentioned that they may be under pressure to move to quarterly verifications. I found this of great interest, because we, and most other verification firms, recommend annual...
