by David Spaulding | Sep 11, 2025 | Investment Performance Guy, performance measurement
I recently conducted a software certification of a software vendor’s composite system, where they use the term “Discretionary” as a characteristic of accounts. They correctly point out to their clients that this term is meant from the...
by David Spaulding | Jul 17, 2025 | Investment Performance Guy
There are a lot of benefits to spending time in the military, and one that’s not often thought of is the requirement to learn the phonetic alphabet. What’s the phonetic alphabet? The phonetic alphabet is essentially reciting the alphabet with words...
by David Spaulding | May 25, 2025 | asset owners, GIPS, Global Investment Performance Standards, internal rate of return, Investment Performance Guy, IRR, performance measurement, time-weighted return, time-weighting, TWR
The revised GIPS for Asset Owners guidance statement hasn’t yet been finalized, but we can pretty much expect that the time-weighted composite return requirement will remain. At a recent NYSSA (New York Society of Security Analysts) GIPS program, that I...
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 | Mar 14, 2024 | market index, benchmarks, GIPS, Global Investment Performance Standards, Investment Performance Guy
TSG has been at the forefront in providing education, information, and research, as well as fostering interaction regarding the high market index costs many firms and institutions are experiencing. We’ve moderated panel discussions, participated in and...
