by David Spaulding | Apr 19, 2018 | GIPS Policies & Procedures, Investment Performance Guy, performance measurement
I never had any ambition to write. In fact, I had little interest in studying English, grammar, or any of its related topics. I was always a “math guy,” and had somehow concluded (falsely, as it turns out) that you can either be good at math or...
by David Spaulding | Feb 26, 2018 | GIPS Policies & Procedures, Investment Performance Guy
I am really thrilled to announce the winners of TSG’s GIPS Policies and Procedures Contest. GIPS®, the Global Investment Performance Standards, requires compliant firms to have written policies and procedures. And preparing these P&P is often one of the most...
by David Spaulding | Feb 7, 2018 | GIPS Policies & Procedures, GIPS, Global Investment Performance Standards, Investment Performance Guy
When it comes to crafting your GIPS(R) Policies & Procedures, one of the first things you need to settle on is what your STYLE will be. Recall that GIPS (Global Investment Performance Standards) requires written policies & procedures. This task is often...
