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...
by David Spaulding | Feb 22, 2016 | examinations, GIPS, Investment Performance Guy, performance examinations, performance measurement, verification
How a Latin phrase makes its way into performance measurement On my way to conduct a GIPS(R) verification, I was listening to Buckley and Mailer: The Difficult Friendship That Shaped the Sixties, by Kevin M. Schultz. As the book’s title suggests,...
by TSG | Feb 21, 2016 | GIPS, guidance statement, performance measurement, Performance Perspectives Newsletter, risk, risk measurement
VOLUME 13 – ISSUE 4 January/February 2016 Download PDF...
by David Spaulding | Feb 5, 2016 | GIPS, Global Investment Performance Standards, Investment Performance Guy, performance measurement
A new GIPS guidance statement has arrived There’s a new sheriff in town (in the form of a new GIPS guidance statement), and he’s carrying some seriously new proposed requirements for GIPS(R) (Global Investment Performance Standards) compliant firms who are...
