by TSG | Jan 13, 2025 | 2020 GIPS Standards, GIPS, Global Investment Performance Standards, Investment Performance Guy, News, OCIO GIPS
Guidance Statement for OCIO Portfolios – TSG’s Key Takeaways and Summary Author: Jennifer Barnette, CIPM The CFA Institute has introduced a new Guidance Statement specifically for Outsourced Chief Investment Officer (OCIO) firms, providing a tailored framework...
by TSG | Jan 10, 2025 | compliance, GIPS, OCIO GIPS, Performance Perspectives Newsletter, SEC Marketing Rule
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by TSG | Aug 14, 2022 | 2020 GIPS Standards, Performance Perspectives Newsletter
VOLUME 18 – ISSUE 8 August 2022 Download PDF...
by TSG | Jan 14, 2022 | #GIPS2020, 2020 GIPS Standards, asset weighting, Performance Perspectives Newsletter
VOLUME 18 – ISSUE 1 January 2022 Download PDF...
by TSG | Oct 14, 2019 | #GIPS2020, 2020 GIPS Standards, net of fees, net-of-fees return, Performance Perspectives Newsletter
VOLUME 16 – ISSUE 8 October 2019 Download PDF...
by David Spaulding | Oct 1, 2019 | Modified Dietz, #GIPS2020, 2020 GIPS Standards, geometric linking, GIPS 20/20, GIPS 2020, Global Investment Performance Standards, internal rate of return, Investment Performance Guy, IRR
One of those confusing things in the world of performance measurement: Modified Dietz Modified Dietz is one of the most commonly used return measures. Granted, Peter Dietz probably never referred to it as “Modified” (he called it...
