by TSG | Nov 15, 2011 | GIPS, GIPS compliance, Performance Perspectives Newsletter
VOLUME 9 – ISSUE 3 November 2011 Download PDF...
by admin | Nov 9, 2011 | GIPS, Global Investment Performance Standards
One of our GIPS(R) (Global Investment Performance Standards) verification clients posed the following question: “We have had the question come up here as to whether a potential limited partner in a partnership that we manage (managed in a similar manner to a...
by admin | Nov 7, 2011 | GIPS, Global Investment Performance Standards
I did not attend this year’s annual GIPS(R) (Global Investment Performance Standards) conference in Chicago, though we sponsored it, and four of my colleagues were present. I learned that someone raised a question which I put forward here a few days ago,...
by admin | Nov 1, 2011 | composites, GIPS, Global Investment Performance Standards
One of our GIPS(R) (Global Investment Performance Standards) verification clients called to ask what’s the best practice for composite construction. Interesting question, I think.We first touched on the meaning of “best practice,” as it relates to...
by admin | Oct 30, 2011 | CFA Institute, CIPM, CIPM Association, CIPM Exam Tips & Tricks, CIPM expert, CIPM Principles, GIPS, performance appraisal, performance attribution, performance measurement, TSG
Most of you have already taken the exam, so now I am hoping for the best outcome for all of you.I came across this picture today, which expresses what I try to do when teaching. Hopefully I explained things in as simple a fashion as possible to those of you who...
by admin | Oct 25, 2011 | GIPS, Global Investment Performance Standards
The GIPS(R) (Global Investment Performance Standards) Q&A desk appears to have introduced a new rule:Firms may not add new accounts within a month*While I have no problem with this change, it would have been nice if it had been put forward for public comment,...
