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 15, 2018 | GIPS compliance, GIPS, GIPS 20/20, GIPS Planning Session, GIPS standards, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
GIPS compliance brings more than opportunities Since its introduction nearly 20 years ago, the Global Investment Performance Standards (GIPS®) has brought with it much more than greater marketing opportunities, piece of mind, and improved operations. Just its...
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...
by David Spaulding | Feb 13, 2018 | performance measurement, Investment Performance Guy
Bacon vs. Spaulding … the time has come for a showdown! Carl Bacon, CIPM is a well known figure in the world of performance and risk measurement. And over the years, he and I have engaged in a few discussions covering a variety of topics. This has...
by David Spaulding | Feb 7, 2018 | GIPS Policies & Procedures, GIPS, Global Investment Performance Standards, Investment Performance Guy
When it comes to crafting your GIPS(R) Policies & Procedures, one of the first things you need to settle on is what your STYLE will be. Recall that GIPS (Global Investment Performance Standards) requires written policies & procedures. This task is often...
