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Important GIPS Standards Updates and New Guidance

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...

Key Takeaways from CFA Institute’s Annual GIPS Standards Conference

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...

Performance Perspectives – September 2024

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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Performance Perspectives – July 2024

by TSG | Jul 19, 2024 | money-weighted return, money-weighting, Performance Perspectives Newsletter, SEC Marketing Rule, time-weighted, time-weighted return, time-weighting

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Performance Perspectives – June 2024

by TSG | Jun 20, 2024 | money-weighted return, money-weighting, Performance Perspectives Newsletter, SEC Marketing Rule, time-weighted, time-weighted return, time-weighting

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