by David Spaulding | Oct 24, 2017 | GIPS, GIPS 20/20, GIPS standards, GIPS verification, Global Investment Performance Standards, Investment Performance Guy, superannuation fund
I’m in Sydney, Australia this week, where I spoke at the annual iPARM conference, and tomorrow will host, for the first time, a workshop titled Performance Measurement Trivia & Oddities. We will shortly put this on as a full day webinar (November 28),...
by David Spaulding | Sep 12, 2017 | Verifier Independence, GIPS, GIPS 20/20, GIPS verification, Global Investment Performance Standards, guidance statement, Guidance Statement on Verifier Independence, Investment Performance Guy
The Global Investment Performance Standards (GIPS(R)) expects an asset manager or owner’s verifier to be independent, meaning that their assessment of the firm/organization must be objective, and not influenced by any other relationships or associations,...
by David Spaulding | Sep 7, 2017 | GIPS 20/20, GIPS, GIPS standards, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
Announcing our “Keeping Up w/GIPS(r) Webinar” A lot is happening with the Global Investment Performance Standards (GIPS). So much so, that it might be a tad overwhelming. You might be tempted to just ignore some of it, thinking “does it really...
by David Spaulding | Jun 2, 2017 | GIPS 20/20, GIPS, Global Investment Performance Standards, Investment Performance Guy
In case you haven’t heard, the Global Investment Performance Standards (GIPS®) are going to have a rather major “make over.” It’s planned for 2020, and so to take advantage of the uniqueness of this particular year, it’s being referred to...