by David Spaulding | May 17, 2017 | GIPS verification, GIPS, GIPS standards, Global Investment Performance Standards, Investment Performance Guy
ACA acquiring Ashland’s GIPS verification practice In case you haven’t heard, ACA Compliance Group has announced that they are acquiring Ashland Partners’ GIPS Verification and performance practice. We congratulate ACA for this major...
by David Spaulding | Feb 27, 2017 | Investment Performance Guy, GIPS, GIPS standards, performance calculations, performance measurement, rate of return
Spreadsheets are powerful tools. In business, they’ve become indispensable. But, they come with huge risks. Let’s briefly touch on a few. Systems on spreadsheets … not usually a good idea Around 30 years ago I took over responsibility for a...
by David Spaulding | Sep 8, 2016 | Investment Performance Guy, GIPS, GIPS standards, guidance statement
This post, on the proposed changes to the GIPS Asset Owner Guidance Statement, was done by a guest blogger: John D. Simpson, CIPM. Last month, the GIPS® Technical Committee issued a proposed revised Guidance Statement on the Application of the GIPS Standards to...
by David Spaulding | Aug 12, 2015 | discretion, GIPS, GIPS standards, Global Investment Performance Standards, Investment Performance Guy, performance measurement
Let’s face it, there’s a lot about the Global Investment Performance Standards (GIPS(R)) that can be confusing, and much is owed to some of the terminology that’s used. This post will only focus on one of those terms: discretionary, as in “all...
by David Spaulding | May 21, 2015 | GIPS, GIPS Annual Registration, GIPS standards, Global Investment Performance Standards, Investment Performance Guy, performance measurement
Firms that claim compliance with the Global Investment Performance Standards (GIPS®) are now required to register with the CFA Institute on an annual basis. We’ve touched on this new requirement in both this blog and our newsletter, and had a webinar...
by David Spaulding | Apr 13, 2015 | GIPS, GIPS standards, Global Investment Performance Standards, Investment Performance Guy
I had two philosophy courses at Temple University in Philadelphia, where I obtained my bachelor’s degree: logic (which, as a math major, I was required to take) and an introductory course. Well, that’s been more than 40 years ago (I know...
