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...
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...
