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...
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...
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...
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...
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...
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)...
