by David Spaulding | Mar 31, 2015 | GIPS standards, Global Investment Performance Standards, Investment Performance Guy, performance measurement
Perhaps it’s just me, but sometimes I have a difficult time reading the presentations and policies that are given to me to review during a GIPS(R) (Global Investment Performance Standards) verification. The chosen font size is just TOO small. Case in...
by David Spaulding | Mar 4, 2015 | GIPS standards, Investment Performance Guy, performance measurement
Imagine you’re making a cake, and that you have the recipe in front of you. You follow the instructions, step-by-step. But, at the end, your cake doesn’t taste and/or look right. How come? Well, the baker who came up with the recipe failed to...
by David Spaulding | Feb 22, 2015 | GIPS standards, Investment Performance Guy
In case you didn’t know, Beth Kaiser, CFA, CIPM, of the CFA Institute, will host a FREE webinar this week on applying the GIPS to Asset Owners; it’s titled “Pension Funds, Sovereign Wealth Funds, Other Asset Owners: How to Apply GIPS...
by David Spaulding | Aug 21, 2014 | GIPS standards, Investment Performance Guy, News
Several years ago I coined the “3 Cs of Performance Measurement”: Confusion, Change, and Controversy. The GIPS(R) standards are all three, and today’s post will touch on the “confusion” part, specifically the seven most confusing things...
by admin | Oct 16, 2013 | CIPM, CIPM Exam Tips & Tricks, CIPM expert, CIPM Principles, GIPS, GIPS standards, GIPS verification, performance measurement, TSG
(Note: I wrote this post as a guest blogger for the STP Investment Services blog, but it appears that blog is offline and we received a request for the information, so I decided to post the information directly here.) The What, Why and Who of the...
by admin | May 8, 2013 | attribution analysis, benchmarks, ex-post risk, GIPS, GIPS standards, GIPS verification, performance conferences, performance measurement, PMAR, risk, risk measurement, TSG
Check out the signboard for TSG’s PMAR Conference, to be held next week in Philadelphia! As you can see, our theme is superheroes! There is still space, if you want to attend, contact Patrick Fowler or Chris Spaulding!
