by David Spaulding | Oct 17, 2024 | GIPS, GIPS compliance, Global Investment Performance Standards, Investment Performance Guy
Steps to GIPS compliance, if you’re not quite ready to comply We were recently asked the following: “Do you have any recommendations or best practices we should be employing now to provide an easier transition to GIPS® reporting in the future?” I guess...
by David Spaulding | Feb 15, 2024 | GIPS compliance, GIPS, GIPS 20/20, GIPS Planning Session, GIPS standards, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
GIPS compliance brings more than opportunities Since its introduction nearly 20 years ago, the Global Investment Performance Standards (GIPS®) has brought with it much more than greater marketing opportunities, piece of mind, and improved operations. Just its...
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...
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...
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...
