by David Spaulding | Mar 4, 2015 | GIPS standards, Investment Performance Guy, performance measurement
Imagine you’re making a cake, and that you have the recipe in front of you. You follow the instructions, step-by-step. But, at the end, your cake doesn’t taste and/or look right. How come? Well, the baker who came up with the recipe failed to...
by David Spaulding | Feb 24, 2015 | goal based reporting, Investment Performance Guy
Stephen Campisi, CFA, deserves the most credit for championing the concept of “goal based reporting.” It’s been a common theme in many of his presentations over the past several years, and has garnered much interest. A component of this topic...
by David Spaulding | Feb 22, 2015 | GIPS standards, Investment Performance Guy
In case you didn’t know, Beth Kaiser, CFA, CIPM, of the CFA Institute, will host a FREE webinar this week on applying the GIPS to Asset Owners; it’s titled “Pension Funds, Sovereign Wealth Funds, Other Asset Owners: How to Apply GIPS...
by David Spaulding | Feb 19, 2015 | error correction, GIPS, Investment Performance Guy
It’s “verification time,” when our firm’s verifiers are busy visiting clients (we only do onsite verifications) and conducting their annual GIPS® (Global Investment Performance Standards) verifications (while we’ll do quarterly, we...
by David Spaulding | Feb 12, 2015 | Investment Performance Guy, performance measurement
Many asset managers have “unsupervised assets.” These arise when a client tells you “don’t sell the 1,000 shares of my IBM stock.” [Isn’t it funny that IBM is typically used as the example? Well, I might as well continue the...
