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 | 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...
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...