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 | Nov 6, 2018 | Spaulding Verification Services, GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
At the end a recent GIPS® 2020 webinar, I included a slide like the one above. It was, in a sense, a “word from your sponsor.” This is the time of year when many firms begin to think about their next year’s verification. Before you get too far down that path,...
by David Spaulding | Oct 9, 2018 | GIPS composite presentation, GIPS, GIPS 2020, GIPS compliance, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
You’ve probably seen this bumper sticker that reads something like “Don’t follow me, I’m lost too.” Well, an analogous idea arises in school, when you look at what a neighboring student answered to an exam question, thinking that they...
by David Spaulding | Jan 17, 2018 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
We’ve recently learned that some GIPS(R) verifiers have both their clients and employees in handcuffs. And, to this we have a simple question: why? Handcuffing GIPS verification clients A number of firms have expressed interest in switching their...
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),...
