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...
by TSG | Jan 11, 2023 | Performance Perspectives Newsletter, rate of return calculations, SEC
VOLUME 18 – ISSUE 12 December 2022 Download PDF...
by TSG | Nov 14, 2022 | Performance Perspectives Newsletter
VOLUME 18 – ISSUE 11 November 2022 Download PDF...
