by David Spaulding | Feb 3, 2015 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy, performance measurement
This is our “busy season” for conducting GIPS® (Global Investment Performance Standards) verifications. And, as part of the process we get to spend time reading a lot of material, including Policies & Procedures and composite presentations. On...
by David Spaulding | Jan 27, 2015 | Investment Performance Guy
This week, those of us in the Northeast Corridor were promised an “historic” winter storm, with measurements of two, three, or more feet, throughout New Jersey and the New York City area. Well, it didn’t quite get that bad, as our amount of...
by David Spaulding | Jan 27, 2015 | CIPM, Investment Performance Guy
Yesterday’s post was based on the fifth of eight “qualities of a winner” outlined in Joel Osteen’s You Can, You Will. Those who have such a quality are on the path to success. I also saw how his sixth quality of a winner, “Keep...
by David Spaulding | Jan 26, 2015 | CIPM, Investment Performance Guy
I’m reading Joel Osteen’s newest book, You Can, You Will. It’s short and full of motivational material, which is great to be exposed to from time to time. In the book he identifies “undeniable qualities of winners.” The fifth is...
by David Spaulding | Jan 22, 2015 | GIPS verification, Investment Performance Guy
I’ll confess that this post should have been issued in December, but, alas, I just thought of it, so here it is! Preparing for your next GIPS verification First, what you need to do to prepare for your 2014 annual GIPS® (Global Investment Performance Standards)...
