by David Spaulding | Sep 7, 2017 | GIPS 20/20, GIPS, GIPS standards, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
Announcing our “Keeping Up w/GIPS(r) Webinar” A lot is happening with the Global Investment Performance Standards (GIPS). So much so, that it might be a tad overwhelming. You might be tempted to just ignore some of it, thinking “does it really...
by David Spaulding | May 26, 2017 | verifier, GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
One thing I’ve always wondered about: why do some verifiers force their clients to sign contracts that restrict them from leaving? We have clients who had to delay coming on board because they were trapped in such contracts that made it difficult to...
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 | May 12, 2017 | Non-GIPS verification, GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
Let’s face it, the Global Investment Performance Standards (GIPS(R)) are extremely popular, and thousands of asset managers throughout the world have adopted them. And, most of these firms get annual GIPS verifications. Both compliance and verifications...
by David Spaulding | Mar 15, 2017 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
Chances are that if you claim compliance with the Global Investment Performance Standards (GIPS(R), your GIPS presentations are running out of room. But many GIPS compliant firms like to limit their composite presentations to one or two pages. Over the years,...
by David Spaulding | Jan 18, 2017 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy, verification
The Global Investment Performance Standards (GIPS(R)) are, to a large extent, quite flexible. For this post, I’ll address one particular aspect: compliance. It’s voluntary. You don’t have to “pass a test” to claim compliance: just...
