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Performance Perspectives – July 2012

Performance Perspectives – July 2012

by TSG | Jul 15, 2012 | GIPS, Global Investment Performance Standards, Performance Perspectives Newsletter, risk, risk measurement

VOLUME 9 – ISSUE 11 July 2012 Download PDF...
Benchmarks & the GIPS standards

Benchmarks & the GIPS standards

by admin | Jul 12, 2012 | benchmarks, GIPS, Global Investment Performance Standards

We have gotten a series of questions lately regarding the inclusion of benchmarks in a GIPS(R) (Global Investment Performance Standards) presentation. I’ll summarize some of it here.Secondary benchmarks: can a firm show additional benchmarks along with...
Misleading information is legal?

Misleading information is legal?

by admin | Jul 3, 2012 | GIPS, Global Investment Performance Standards, uaps, universal advisor performance standards

While a great deal of attention was paid to the U.S. Supreme Court’s decision on Obamacare this past week, another ruling should garner some interest, too: their conclusion that the 2006 Stolen Valor Act infringes on speech protected by the First Amendment. This...
Alternative Investments … just scratching the surface

Alternative Investments … just scratching the surface

by admin | Jun 22, 2012 | alternative investments, GIPS, Global Investment Performance Standards, private equity, rates of return, real estate, risk

At this week’s European Performance Measurement Forum meeting, we touched on the subject of alternative investments. We hear this term bandied about quite a bit; so much so, that it often causes one to grimace when they hear it, because of the fear it can...
GIPS and “non-assets under management” scenarios: what’s the proper treatment?

GIPS and “non-assets under management” scenarios: what’s the proper treatment?

by admin | Jun 11, 2012 | GIPS, Global Investment Performance Standards

Recently, TSG created a website specifically designed to field questions on the Global Investment Performance Standards (GIPS(R)): https://www.gipshelp.com/. It has already had several questions posted, and more are coming in on a fairly regular basis.It would be...
Can you show two benchmarks in your GIPS presentation?

Can you show two benchmarks in your GIPS presentation?

by admin | May 30, 2012 | GIPS, Global Investment Performance Standards

When you hear the same question multiple times in a short period, chances are it’s a fairly common one, so I’ll respond. The question: Can a GIPS(R) (Global Investment Performance Standards) compliant firm show two (or more) benchmarks in a GIPS...
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