by David Spaulding | Mar 15, 2017 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
Chances are that if you claim compliance with the Global Investment Performance Standards (GIPS(R), your GIPS presentations are running out of room. But many GIPS compliant firms like to limit their composite presentations to one or two pages. Over the years,...
by David Spaulding | Mar 8, 2017 | Global Investment Performance Standards, dispersion, GIPS, Investment Performance Guy, Standard Deviation
We just published our monthly newsletter (a few days late, but better-late-than-never, right?). And already we’ve gotten comments in on two things: #1 is our puzzle, but a close #2 is my commentary on annualized standard deviation. And, as I point out, the...
by David Spaulding | Mar 1, 2017 | Software Certification, Investment Performance Guy
TSG has been conducting software reviews for over two decades. Historically, we offered this service whenever anyone happened to ask “would you mind taking a look at our system?” For example, the late Damien Laker asked me to look at his system about 20...
by David Spaulding | Feb 27, 2017 | Investment Performance Guy, GIPS, GIPS standards, performance calculations, performance measurement, rate of return
Spreadsheets are powerful tools. In business, they’ve become indispensable. But, they come with huge risks. Let’s briefly touch on a few. Systems on spreadsheets … not usually a good idea Around 30 years ago I took over responsibility for a...
by David Spaulding | Feb 16, 2017 | performance measurement, Investment Performance Guy, Software Certification
TSG has conducted software reviews for over 20 years. However, it was only recently that we decided to formalize the process, and offer a formal “software certification” to firms and institutions who have performance measurement software. What criteria do we use when...
