by David Spaulding | Oct 19, 2016 | #GIPS2020, GIPS, Global Investment Performance Standards, Investment Performance Guy
At this year’s annual #GIPS conference, we learned that the GIPS® Executive Committee is beginning work on the next edition of the Global Investment Performance Standards: GIPS 2020, or as those of us who Tweet will probably refer to it, #GIPS2020. While...
by David Spaulding | Oct 14, 2016 | GIPS, GIPS compliance, Global Investment Performance Standards, Investment Performance Guy
GIPS Survey Time The GIPS(R) Executive Committee has posted a survey here, and they’d like your input. The survey will only take you a few minutes. One question they ask is what changes you’d make to the Standards. I offered three: Change the composite...
by David Spaulding | Oct 10, 2016 | performance measurement, Investment Performance Guy
Ranking financial advisers … skip their actual performance Many individuals and institutions rely on the help of financial advisers to assist them in making investment decisions. They go by a variety of names (and spellings), including registered reps,...
by David Spaulding | Oct 4, 2016 | performance measurement
GIPS Asset Owner Guidance Statement is being revised! The GIPS® Asset Owner Guidance Statement is being revised. A draft was distributed a few weeks ago, and firms have until October 29 (or, if you prefer, 29 October) to respond with their thoughts. We decided to host...
by David Spaulding | Sep 20, 2016 | Investment Performance Guy, CIPM, Returns, risk
Integrating risk and return Last week I moderated a panel on integrating risk and return at the Rimes User Conference in New York City. Rimes was celebrating their 20th anniversary, and did so in a grand fashion. Panel members were Sean Murray (Bisam), Steve...
