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)...
by David Spaulding | Jan 21, 2015 | Investment Performance Guy
The CFA Institute announced this week that Paul Smith, CFA, has been named President and CEO. He succeeds Dwight Churchill, CFA, who has served as President and CEO on an interim basis since June 2014. We should be grateful for Dwight’s willingness to assume...
by David Spaulding | Jan 15, 2015 | Investment Performance Guy, performance measurement
This is a topic I brought up many years ago, but haven’t discussed lately. Just as you might have a nagging itch that just won’t go away, this one has remained with me. GIPS requires a measure of dispersion … but of what? Let’s begin by...
by David Spaulding | Jan 8, 2015 | Investment Performance Guy, performance measurement
“Of all the things I hold in high regard, rules are not one of them. ” Francis (Frank) Underwood Our son, Chris, gave us a device for our television that allows us to watch Netflix, as well as other Internet based programs. Several folks had recommended...
by David Spaulding | Jan 6, 2015 | Investment Performance Guy, performance measurement
First, Happy New Year! I managed to be away from the office for almost two weeks, which is virtually unheard of, but it’s great to be back. The absence of controls leads to problems While away, my wife and I made it to the movie theater on three occasions, and...
