by David Spaulding | Oct 19, 2016 | #GIPS2020, GIPS, Global Investment Performance Standards, Investment Performance Guy
At this year’s annual #GIPS conference, we learned that the GIPS® Executive Committee is beginning work on the next edition of the Global Investment Performance Standards: GIPS 2020, or as those of us who Tweet will probably refer to it, #GIPS2020. While...
by David Spaulding | Oct 17, 2016 | GIPS, GIPS compliance, Global Investment Performance Standards, Investment Performance Guy
Steps to GIPS compliance, if you’re not quite ready to comply We were recently asked the following: “Do you have any recommendations or best practices we should be employing now to provide an easier transition to GIPS® reporting in the future?” I guess...
by David Spaulding | Oct 14, 2016 | GIPS, GIPS compliance, Global Investment Performance Standards, Investment Performance Guy
GIPS Survey Time The GIPS(R) Executive Committee has posted a survey here, and they’d like your input. The survey will only take you a few minutes. One question they ask is what changes you’d make to the Standards. I offered three: Change the composite...
by David Spaulding | Sep 8, 2016 | Investment Performance Guy, GIPS, GIPS standards, guidance statement
This post, on the proposed changes to the GIPS Asset Owner Guidance Statement, was done by a guest blogger: John D. Simpson, CIPM. Last month, the GIPS® Technical Committee issued a proposed revised Guidance Statement on the Application of the GIPS Standards to...
by TSG | Jun 21, 2016 | attribution, GIPS, guidance statement, Performance Perspectives Newsletter
VOLUME 13 – ISSUE 5 June 2016 Download PDF...
by David Spaulding | Mar 21, 2016 | cash flows, GIPS, significant cash flows
The Global Investment Performance Standards (GIPS(R)) has certain rules regarding significant and large cash flows. Because the words, “significant” and “large” can be considered synonymous, confusion often results. This post will...
