Before you buy, verify! Or, at least get an independent check of a firm’s GIPS compliance claim

by David Spaulding | Nov 15, 2016 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy

  So, you’re thinking of acquiring another asset manager; or, perhaps to merge with one. The other firm claims compliance with the Global Investment Performance Standards (GIPS®). Do you think it’s worthwhile to have someone...

Quarterly GIPS verifications: why?

by David Spaulding | Aug 21, 2015 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy

  I just completed the second quarter 2015 non-GIPS(R) (Global Investment Performance Standards) verification for a client. We generally recommend only doing annual, but are very happy to do quarterly (for GIPS or non-GIPS), as they mean more revenue for our firm...

Performance Examinations: one more time, they’re usually a waste of money

by David Spaulding | Jul 28, 2015 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy, performance examinations

  Neminem id agere ut ex alterius praedetur inscitia [No one should prey on another’s ignorance] No, I’m not showing off my knowledge of Latin (although learning it should be added to my “bucket list”). This line comes from the 16th...

Should GIPS verifiers correct grammar? Spelling? Punctuation?

by David Spaulding | Feb 3, 2015 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy, performance measurement

This is our “busy season” for conducting GIPS® (Global Investment Performance Standards) verifications. And, as part of the process we get to spend time reading a lot of material, including Policies & Procedures and composite presentations. On...

How to prepare for your next GIPS verification + what’s new in GIPS!

by David Spaulding | Jan 22, 2015 | GIPS verification, Investment Performance Guy

I’ll confess that this post should have been issued in December, but, alas, I just thought of it, so here it is! Preparing for your next GIPS verification First, what you need to do to prepare for your 2014 annual GIPS® (Global Investment Performance Standards)...

A Little Piece on GIPS… (repost)

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...