by David Spaulding | Mar 20, 2018 | Performance measurement conference, Investment Performance Guy
When it comes to choosing a performance & risk measurement conference, you have choices. Everyone claims that their event is the best. We are no different, but we can back it up. While most performance conferences abandoned the practice of giving attendees...
by David Spaulding | Mar 13, 2018 | accruing advisory fees, advisory fee, GIPS, GIPS 20/20, Global Investment Performance Standards, gross of fees, Investment Performance Guy, net of fees, net-of-fees return
I recently sent a suggestion into the GIPS(R) (Global Investment Performance Standards) Help Desk, suggesting that they introduce a recommendation, if not an outright ban, on firms deducting the annual fee from the annual gross-of-fee return, to arrive at their...
by David Spaulding | Mar 3, 2018 | performance measurement, CIPM, Investment Performance Guy, IRR, PMAR
In this weekend’s WSJ there’s an article on companies that are encouraging their employees to get tattoos: Nice Tattoo! I Didn’t Know You Worked at Walmart. I would love to see Patrick, Chris, and Douglas, or John, Ashley and Linda adorn their...
by David Spaulding | Feb 26, 2018 | GIPS Policies & Procedures, Investment Performance Guy
I am really thrilled to announce the winners of TSG’s GIPS Policies and Procedures Contest. GIPS®, the Global Investment Performance Standards, requires compliant firms to have written policies and procedures. And preparing these P&P is often one of the most...
by David Spaulding | Feb 14, 2018 | performance numbers, data, Investment Performance Guy, Marshall Smith
NOTE: today’s post is from a guest blogger, Marshall Smith, CIPM. Marshall is the Chief Product Officer at First Rate. It originally appeared on LinkedIn, and we were so impressed with it that we asked Marshall if we could post it here, as well. He...
