by admin | Apr 15, 2013 | Investment Performance Guy, News
Serving in the armed forces provides many benefits. For me, it meant spending 39 months in Hawaii (which my wife and I jokingly refer to as my “hardship tour”) and another year+ in Oklahoma (I was on active duty at the tail end of the Vietnam War...
by admin | Apr 12, 2013 | Investment Performance Guy, News
Earlier this week I mentioned that a colleague told me that transaction-based attribution requires a lot more data, which opens it up to the risk of errors being introduced. Two quick responses arise:1) Is it true that transaction-based attribution requires more data...
by admin | Apr 11, 2013 | Investment Performance Guy, News
Here’s a bit of a challenge for you.GIPS(R) (Global Investment Performance Standards) includes the following rule:What if you’re an SEC (U.S. Securities & Exchange Commission) registered firm that has a “40 Act” mutual fund, that has...
by admin | Apr 10, 2013 | Investment Performance Guy, News
Often, firms and individuals who don’t behave in accordance with rules, regulations, or standard practices, somehow get away with it. There’s no way to tell how often this happens, though we know it does.But, there are times when you they caught, and this...
by admin | Apr 10, 2013 | additional information, CIPM, CIPM Exam Tips & Tricks, CIPM expert, GIPS, GIPS additional information, GIPS compliance, GIPS supplemental information, GIPS verification, supplemental information
In the world of GIPS compliance and composite presentations, there is “supplemental information” and there is also “additional information”… but what is the difference?When I explain these concepts to students in TSG’s classes or to...
