by David Spaulding | Jul 28, 2015 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy, performance examinations
Neminem id agere ut ex alterius praedetur inscitia [No one should prey on another’s ignorance] No, I’m not showing off my knowledge of Latin (although learning it should be added to my “bucket list”). This line comes from the 16th...
by David Spaulding | Jul 23, 2015 | Documentation, Investment Performance Guy
The Internet today provides us with many opportunities to find examples of just about anything we may be looking for, including performance documentation. But, just because it’s published on the Internet, and just because it comes from a well known firm,...
by David Spaulding | Jul 15, 2015 | cash flow timing, cash flows, Investment Performance Guy, performance measurement
Mixed Treatment of Cash Flows Today marks the third day of our three-part installment on handling cash flows. The first part saw us treat cash flows as end-of-day events and the second had flows as start-of-day events. To quickly summarize the challenges with...
by David Spaulding | Jul 6, 2015 | cash flows, Investment Performance Guy, performance measurement
As was mentioned in our previous post, one of the critically important decisions when it comes to calculating rates of return is how to handle cash flows. At a minimum, we need to contend with its timing. This is the second in a three-part series dedicated to...
by David Spaulding | Jun 29, 2015 | cash flows, Investment Performance Guy
One of the critically important decisions when it comes to calculating rates of return is how to handle cash flows. At a minimum, we need to contend with its timing. This is the first in a three-part series dedicated to this topic. And today, we’ll deal...
