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)...
by TSG | Oct 21, 2016 | GIPS, performance measurement, Performance Perspectives Newsletter, rates of return
VOLUME 14 – ISSUE 2 October 2016 Download PDF...
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 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...
