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Don’t Overlook the Draft GIPS Guidance Statement on OCIOs

by David Spaulding | Oct 13, 2023 | Investment Performance Guy, performance measurement

There was a time when we saw new GIPS® guidance statements introduced on a pretty frequent basis; so much so, many of us were overwhelmed by them.Well, a new one was just introduced that addresses Outsourced Chief Investment Officers, or OCIOs. If your firm or...

Is the SEC Silently Cheerleading for the GIPS Standards?

by David Spaulding | Oct 10, 2023 | Investment Performance Guy, performance measurement

Thirty-Plus years ago, when the Association for Investment Management & Research (AIMR) launched its Performance Presentation Standards (AIMR-PPS®), the United States Securities & Exchange Commission (SEC) showed support, but never formally endorsed it. Now...

Transaction costs in benchmarks: okay or not okay?

by David Spaulding | Apr 29, 2022 | performance measurement

One of the challenges with market indices is they do not include transaction costs; and this has always been seen as a disadvantage for portfolio managers, whose trades typically come with such costs. And despite the fact that these charges have reduced significantly...

What NFL Hall of Famer Gayle Sayers wished he had said about the internal rate of return

by David Spaulding | Mar 13, 2022 | performance measurement

I love the internal rate of return … Okay, that’s not a surprise, right? You probably knew that, if you’ve been a reader of or listener to my materials over the years. In my view, it should be the dominant way to present performance. Yes,...

This post may help you explain odd returns caused by the #coronavirus

by David Spaulding | Apr 9, 2020 | Compounding, excess returns, geometric linking, Investment Performance Guy, rate of return calculations, rates of return

Odd returns are surfacing, and the coronavirus is the culprit I’ll confess to a bit of hyperbole or misdirected blame here. We can’t really credit the coronavirus, but the markets have been extremely volatile, and whenever that happens, we are bound to see...
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