by David Spaulding | May 17, 2017 | GIPS verification, GIPS, GIPS standards, Global Investment Performance Standards, Investment Performance Guy
ACA acquiring Ashland’s GIPS verification practice In case you haven’t heard, ACA Compliance Group has announced that they are acquiring Ashland Partners’ GIPS Verification and performance practice. We congratulate ACA for this major...
by David Spaulding | May 12, 2017 | Non-GIPS verification, GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
Let’s face it, the Global Investment Performance Standards (GIPS(R)) are extremely popular, and thousands of asset managers throughout the world have adopted them. And, most of these firms get annual GIPS verifications. Both compliance and verifications...
by David Spaulding | May 2, 2017 | automobile university, Investment Performance Guy
There’s an automobile university near you that’s taking new students! I posted about this idea nearly four years ago, and thought it worthy to do so again. Have you thought about enrolling in automobile university? What do I mean by that? Simply,...
by David Spaulding | Apr 12, 2017 | pooled funds, GIPS, Global Investment Performance Standards, Investment Performance Guy, mutual funds
In September 2013, those of us who attended the annual GIPS(R) conference were provided with some rather scary news: that managers with pooled funds (e.g., mutual funds) would be required to provide all prospective fund shareholders with the composite...
by David Spaulding | Apr 5, 2017 | gap in performance, Investment Performance Guy, performance measurement, performance reporting, rate of return, rate of return calculations, rates of return
Return gaps can often occur. And so, there are times when we might want to be able to “cross” them: that is, to extend performance across this gap, so that we have a continuous return. However, there are times when the manager may not want to cross...
