by David Spaulding | Dec 5, 2016 | excess returns, Investment Performance Guy
You no doubt have run into cases where returns don’t seem to make sense. Well, the same thing can occur with excess returns. What’s wrong with this table; specifically, the excess return? Last week I was contacted by one of our GIPS verification...
by David Spaulding | Nov 22, 2016 | performance measurement
The idea of combining risk and returns isn’t new, but it’s definitely picking up some speed. Of late, I’ve spoken at a couple events on this subject, it’s been a frequent topic of TSG’s Performance Measurement Forum and Performance...
by David Spaulding | Nov 18, 2016 | Investment Performance Guy, investment consultants
On the CIPM(R) group of LinkedIn I saw the following question posed: “Has anyone heard of GIPS being implemented for Investment Consulting firms? I.e., can investment consultants claim compliance with GIPS? Someone offered the following response:...
by David Spaulding | Nov 15, 2016 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
So, you’re thinking of acquiring another asset manager; or, perhaps to merge with one. The other firm claims compliance with the Global Investment Performance Standards (GIPS®). Do you think it’s worthwhile to have someone...
by David Spaulding | Nov 11, 2016 | SEC, GIPS, Investment Performance Guy, Securities & Exchange Commission
F-Squared Enforcement by the Securities & Exchange Commission Perhaps you’ve never heard of F-Squared. The only reason I knew the name was because a few years ago, we were asked by a new advisor to help them become GIPS® compliant. They were going to...
