by TSG | Nov 25, 2024 | money-weighted return, money-weighting, Performance Perspectives Newsletter, SEC Marketing Rule, time-weighted, time-weighted return, time-weighting
Volume 20 • Issue 11 • November 2024 Download Newsletter PDF Performance Attribution: A Look Back at a Timeless Article Summary: Patrick W. Fowler Original article by David Spaulding, DPS, CIPM The 2009 article “Performance Attribution: An Introduction” by...
by TSG | Oct 16, 2024 | money-weighted return, money-weighting, Performance Perspectives Newsletter, SEC Marketing Rule, time-weighted, time-weighted return, time-weighting
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by TSG | Sep 27, 2024 | GIPS, Global Investment Performance Standards, Investment Performance Guy, News
Author: Ashley Reeves, CIPM Important GIPS Standards Updates and New Guidance The Global Investment Performance Standards (GIPS®) continue to evolve, with several important GIPS Standards updates provided during the GIPS Standards Update session at the 28th Annual...
by TSG | Sep 25, 2024 | GIPS, Global Investment Performance Standards, Investment Performance Guy, News
Author: Jennifer Barnette, CIPM The CFA Institute’s 28th Annual Global Investment Performance Standards (GIPS) Conference was held in San Diego, CA on September 17-18. One of the highlights of attending is the chance to reconnect with colleagues, industry...
by TSG | Sep 22, 2024 | money-weighted return, money-weighting, Performance Perspectives Newsletter, SEC Marketing Rule, time-weighted, time-weighted return, time-weighting
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