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Performance Perspectives – January 2004

by TSG | Mar 11, 2021 | cash flows, GIPS, Performance Perspectives Newsletter

VOLUME 1 – ISSUE 5 January 2004 Download PDF...

Performance Perspectives – July 2005

by TSG | Mar 12, 2020 | cash flows, IRR, Performance Perspectives Newsletter

VOLUME 2 – ISSUE 11 July 2005 Download PDF...

Performance Perspectives – March 2018

by TSG | Mar 15, 2018 | cash flows, Performance Perspectives Newsletter

VOLUME 15 – ISSUE 6 March 2018 Download PDF...

Is midday cash flow treatment acceptable?

by David Spaulding | Aug 9, 2017 | cash flow timing, cash flows, Investment Performance Guy, performance measurement

  Can’t decide? Why not “split the difference,” and go with a midday cash flow? Occasionally, we hear from firms who just can’t decide whether to employ a start- or end-of-day cash flow policy. As you’re probably aware, for quite...

Why revaluing for large cash flows is more difficult than it seems

by David Spaulding | Aug 10, 2016 | performance measurement, cash flows, Investment Performance Guy

  The Global Investment Performance Standards (GIPS(R)) has evolved over the past several years. And some of these changes have been in regards to how to calculate rates of return. Today, revaluing for large cash flows is the minimum GIPS requirement. The reason:...

Significant and large cash flows in the world of GIPS

by David Spaulding | Mar 21, 2016 | cash flows, GIPS, significant cash flows

    The Global Investment Performance Standards (GIPS(R)) has certain rules regarding significant and large cash flows. Because the words, “significant” and “large” can be considered synonymous, confusion often results. This post will...
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