by David Spaulding | Feb 1, 2017 | performance measurement, GIPS, Global Investment Performance Standards, Investment Performance Guy, performance attribution, rate of return, rates of return, Returns, risk, risk measurement
Hidden Figures: the movie My wife and I recently saw the movie “Hidden Figures,” which is about the contributions that three black women made to the U.S. space program, starting in the early 1960s. It takes place in Virginia, which at that time was...
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 TSG | Nov 21, 2016 | GIPS, internal rate of return, IRR, Performance Perspectives Newsletter, rates of return
VOLUME 14 – ISSUE 3 November 2016 Download PDF...
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 | Nov 11, 2016 | SEC, GIPS, Investment Performance Guy, Securities & Exchange Commission
F-Squared Enforcement by the Securities & Exchange Commission Perhaps you’ve never heard of F-Squared. The only reason I knew the name was because a few years ago, we were asked by a new advisor to help them become GIPS® compliant. They were going to...
by David Spaulding | Oct 24, 2016 | GIPS, Global Investment Performance Standards, Investment Performance Guy, performance measurement
GIPS Webinar / Workshop: December 15, 2016 I’m really excited to announce TSG will host a GIPS® webinar on December 15, 2016. It’s going to be an all-day workshop, starting at 10 AM (US) EST. My friends and colleagues, Herb Chain, CPA (formerly of D&T)...
