by TSG | Jan 30, 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 | Dec 4, 2023 | performance measurement
The 27th Annual GIPS® Standards Conference was held October 17-18 in Chicago. TSG was there and found the conference enjoyable (it was great seeing everyone) and educational. Over the next few weeks, we will share some key takeaways from the conference, starting...
by TSG | Dec 4, 2023 | performance measurement
SEC Marketing Rule — Lessons Learned The financial landscape is constantly evolving, and so are the regulations governing it. One such significant development is the SEC Marketing Rule, a set of guidelines investment firms must adhere to when presenting performance...
by TSG | Apr 17, 2023 | GIPS, GIPS transparency, Global Investment Performance Standards, Investment Performance Guy, performance measurement, pooled funds
The Global Investment Performance Standards (GIPS®) are a set of guidelines created to help firms calculate and report investment performance to their clients. Compliance with the GIPS standards is voluntary but is considered a best practice for firms looking to...
by TSG | Jan 11, 2023 | Performance Perspectives Newsletter, SEC, TSG
VOLUME 19 – ISSUE 1 January 2023 Download PDF...
