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 | Mar 13, 2019 | composites, Performance Perspectives Newsletter
VOLUME 3 – ISSUE 5 January 2006 Download PDF...
by David Spaulding | Mar 29, 2018 | Mutual funds and GIPS, composites, GIPS, Global Investment Performance Standards, Investment Performance Guy, mutual funds
Things to know about incorporating mutual funds into a GIPS composite Many asset managers who are seeking compliance with the Global Investment Performance Standards (GIPS®) want to include mutual funds. While this is fairly easy to do, there are a few things...
by admin | Feb 16, 2012 | aggregate method, composites, GIPS, Global Investment Performance Standards
Fear not! I haven’t given up on my arguments against the use of the aggregate method to derive the extremely important composite returns (which are the bedrock of the Standards).I was conducting a GIPS(R) verification earlier this week, and stumbled upon the...
by TSG | Feb 15, 2012 | composites, GIPS, net of fees, net-of-fees return, Performance Perspectives Newsletter
VOLUME 9 – ISSUE 6 February 2012 Download PDF...
by admin | Nov 1, 2011 | composites, GIPS, Global Investment Performance Standards
One of our GIPS(R) (Global Investment Performance Standards) verification clients called to ask what’s the best practice for composite construction. Interesting question, I think.We first touched on the meaning of “best practice,” as it relates to...
