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...
by David Spaulding | Sep 17, 2019 | composite inception date, 2020 GIPS Standards, composite creation date, composites, GIPS, GIPS 2020, Global Investment Performance Standards, Investment Performance Guy
A video to help explain the difference: composite creation vs. composite inception date With the introduction of the 2020 version of the GIPS(R) Standards, a new requirement is surfacing: for firms to report the composite’s inception date. This is defined in the...
by TSG | Jul 14, 2019 | #GIPS2020, 2020 GIPS Standards, Performance Perspectives Newsletter
VOLUME 16 – ISSUE 6 July 2019 Download PDF...