by David Spaulding | Sep 12, 2017 | Verifier Independence, GIPS, GIPS 20/20, GIPS verification, Global Investment Performance Standards, guidance statement, Guidance Statement on Verifier Independence, Investment Performance Guy
The Global Investment Performance Standards (GIPS(R)) expects an asset manager or owner’s verifier to be independent, meaning that their assessment of the firm/organization must be objective, and not influenced by any other relationships or associations,...
by David Spaulding | Sep 7, 2017 | GIPS 20/20, GIPS, GIPS standards, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
Announcing our “Keeping Up w/GIPS(r) Webinar” A lot is happening with the Global Investment Performance Standards (GIPS). So much so, that it might be a tad overwhelming. You might be tempted to just ignore some of it, thinking “does it really...
by David Spaulding | Aug 30, 2017 | performance measurement technology, Investment Performance Guy, performance measurement
We’ve extended the deadline to participate in our 6th Performance Measurement Technology Survey! While the response to our Performance Measurement Technology Survey has been quite good, we just know we can get at least a few more participants. We...
by David Spaulding | Aug 14, 2017 | PMAR, Investment Performance Guy
Heeding the words of Horace Greeley, we’re going west … with PMAR West!!! PMAR West: an idea whose time has come! I try to be quick to give credit for great ideas, and so I’ll give credit for this one … to me! Yes, this was my idea. I felt...
by David Spaulding | Aug 9, 2017 | cash flow timing, cash flows, Investment Performance Guy, performance measurement
Can’t decide? Why not “split the difference,” and go with a midday cash flow? Occasionally, we hear from firms who just can’t decide whether to employ a start- or end-of-day cash flow policy. As you’re probably aware, for quite...
