by David Spaulding | May 21, 2015 | GIPS, GIPS Annual Registration, GIPS standards, Global Investment Performance Standards, Investment Performance Guy, performance measurement
Firms that claim compliance with the Global Investment Performance Standards (GIPS®) are now required to register with the CFA Institute on an annual basis. We’ve touched on this new requirement in both this blog and our newsletter, and had a webinar...
by David Spaulding | May 7, 2015 | GIPS, GIPS compliance, Global Investment Performance Standards, Investment Performance Guy
Once a firm has achieved compliance with the Global Investment Performance Standards (GIPS®), they are faced with the challenge of maintaining GIPS compliance. What do we mean by that? Well, such things as: Keeping up with the Standards (being aware of changes,...
by TSG | Apr 21, 2015 | GIPS, Performance Perspectives Newsletter
VOLUME 12 – ISSUE 7 April 2015 Download PDF...
by David Spaulding | Apr 13, 2015 | GIPS, GIPS standards, Global Investment Performance Standards, Investment Performance Guy
I had two philosophy courses at Temple University in Philadelphia, where I obtained my bachelor’s degree: logic (which, as a math major, I was required to take) and an introductory course. Well, that’s been more than 40 years ago (I know...
by David Spaulding | Mar 19, 2015 | GIPS, Global Investment Performance Standards, Investment Performance Guy, performance measurement
In a recent blog post I mentioned that I will comment on grammar when I conduct a GIPS® (Global Investment Performance Standards) verification. Let’s take a moment and review some of the mistakes I often find. Technically, these aren’t GIPS Common Errors,...
by David Spaulding | Feb 19, 2015 | error correction, GIPS, Investment Performance Guy
It’s “verification time,” when our firm’s verifiers are busy visiting clients (we only do onsite verifications) and conducting their annual GIPS® (Global Investment Performance Standards) verifications (while we’ll do quarterly, we...
