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...
by TSG | May 23, 2025 | asset weighting, compliance, excess returns, GIPS, OCIO GIPS, Performance Perspectives Newsletter, SEC Marketing Rule
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by TSG | Apr 28, 2025 | compliance, excess returns, GIPS, OCIO GIPS, Performance Perspectives Newsletter, SEC Marketing Rule
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by TSG | Mar 24, 2025 | compliance, excess returns, GIPS, OCIO GIPS, Performance Perspectives Newsletter, SEC Marketing Rule
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by TSG | Feb 22, 2025 | compliance, GIPS, OCIO GIPS, Performance Perspectives Newsletter, SEC Marketing Rule
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