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...
by David Spaulding | Jul 31, 2017 | pension funds, asset owners, GIPS, Global Investment Performance Standards, Investment Performance Guy, IRR, money-weighted return, performance measurement, time-weighted return, time-weighting
This is the time of year when many pension funds report their returns for the prior fiscal year. And often, the reported returns were calculated using a time-weighted method. But, is this appropriate? Or, perhaps, is more needed? In my way of thinking, pension...
