by TSG | Aug 22, 2025 | asset weighting, compliance, excess returns, futures contracts, GIPS, OCIO GIPS, Performance Perspectives Newsletter, SEC Marketing Rule
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by TSG | Jul 25, 2025 | asset weighting, compliance, excess returns, futures contracts, GIPS, OCIO GIPS, Performance Perspectives Newsletter, SEC Marketing Rule
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by TSG | Jun 25, 2025 | asset weighting, compliance, excess returns, futures contracts, GIPS, OCIO GIPS, Performance Perspectives Newsletter, SEC Marketing Rule
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by admin | Jun 19, 2025 | GIPS, money-weighting, Standard Deviation, time-weighting
As often happens when I read, I stumble upon quotes which I will want to employ in my speaking and writing. Here are just a few from Michael Lewis’ Moneyball, along with commentary: – The meetings, from their point of view, are all about minimizing risk...
by admin | Jun 12, 2025 | GIPS
Patrick Fowler and I are still in Stockholm, having just finished our semi-annual European Performance Measurement Forum meeting, which was deemed quite a success, with much interaction and sharing. As a result of some discussion I have come to realize that perhaps...
by David Spaulding | May 25, 2025 | asset owners, GIPS, Global Investment Performance Standards, internal rate of return, Investment Performance Guy, IRR, performance measurement, time-weighted return, time-weighting, TWR
The revised GIPS for Asset Owners guidance statement hasn’t yet been finalized, but we can pretty much expect that the time-weighted composite return requirement will remain. At a recent NYSSA (New York Society of Security Analysts) GIPS program, that I...
