by TSG | May 15, 2026 | compliance, GIPS compliance, GIPS standards, GIPS verification, Investment Performance Guy
What Is GIPS Compliance? A Plain-English Guide for Investment Firms by Christopher Spaulding, TSG Of the top 25 global investment management firms, every single one claims compliance with the GIPS standards. Among the top 100, 86 do. Across the industry, 1,668...
by David Spaulding | Feb 15, 2024 | GIPS compliance, GIPS, GIPS 20/20, GIPS Planning Session, GIPS standards, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
GIPS compliance brings more than opportunities Since its introduction nearly 20 years ago, the Global Investment Performance Standards (GIPS®) has brought with it much more than greater marketing opportunities, piece of mind, and improved operations. Just its...
by David Spaulding | Dec 11, 2018 | PMAR, Attribution & Risk, GIPS, GIPS 20/20, GIPS 2020, GIPS standards, Global Investment Performance Standards, Investment Performance Guy, Performance measurement conference
PMAR 2019 Agenda Draws a Singular Question We recently published the agenda for our upcoming PMAR (Performance Measurement, Attribution & Risk) North America conference, and have been asked the same question by several colleagues: “Why isn’t there a...
by David Spaulding | Apr 12, 2018 | GIPS compliance, GIPS, GIPS standards, Investment Performance Guy, performance measurement
Looking for ways to simplify GIPS compliance Let’s face it: complying with the Global Investment Performance Standards (GIPS®) can be a challenge. And so, why not look for ways to simplify the process? Here are a few ideas you may find of interest. Get off of...
by David Spaulding | Feb 1, 2018 | benchmarks, GIPS, GIPS standards, Global Investment Performance Standards, Investment Performance Guy
With this post, I feel that I am risking a charge of blasphemy, as I dare to take on what appears to be something sacred: The benchmark criteria. What criteria? You know, those seven (now eight) items that the CFA Institute has championed for quite some time....
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),...
