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Opining on the sacred benchmark criteria

by David Spaulding | Feb 1, 2018 | benchmarks, GIPS, GIPS standards, Global Investment Performance Standards, Investment Performance Guy

  With this post, I feel that I am risking a charge of blasphemy, as I dare to take on what appears to be something sacred: The benchmark criteria. What criteria? You know, those seven (now eight) items that the CFA Institute has championed for quite some time....

GIPS verifiers, why the handcuffs?

by David Spaulding | Jan 17, 2018 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy

  We’ve recently learned that some GIPS(R) verifiers have both their clients and employees in handcuffs. And, to this we have a simple question: why? Handcuffing GIPS verification clients A number of  firms have expressed interest in switching their...

Is Uber a poster child for GIPS compliance?

by David Spaulding | Nov 27, 2017 | asset owners, GIPS, Global Investment Performance Standards, Investment Performance Guy

  In the spirit of the GIPS(R) standards, let’s begin with a bit of “full disclosure.” I’m one of the 17 Americans who have yet to use Uber. Furthermore, I’m not a fan. And why is that? Well, taxi owners in New York City must spend...

Performance measurement trivia & oddities webinar is a week away!

by David Spaulding | Nov 21, 2017 | performance measurement trivia, Investment Performance Guy, performance measurement

  We are just one week away from our [almost] all day training webinar titled “Performance Measurement Trivia & Oddities.” This class will definitely teach you quite a bit: we guarantee it! We’ve already had folks sign up...

A bit about personal growth: adopting a life-long learner philosophy

by David Spaulding | Nov 1, 2017 | life-long learner

Adopting a life-long learner point of view It was probably about 40 years ago, shortly after I completed my first master’s degree (an MS from USC in systems management) and about the time I began pursuit of my second (an MBA in finance from the University of...
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