by admin | Feb 2, 2011 | GIPS, Global Investment Performance Standards, rates of return
I conducted a GIPS(R) (Global Investment Performance Standards) verification for a client on Monday and was asked if it made sense to calculate returns in multiple ways. That is, if they know that the client’s custodian or consultant calculates returns using a...
by admin | Jan 31, 2011 | GIPS, Global Investment Performance Standards
I have always enjoyed history; so much so that when I went to college there were only two subjects I considered majoring in: math and history. I chose math because I thought there were greater prospects for jobs with this major, though I have continued to support my...
by admin | Jan 26, 2011 | GIPS, Global Investment Performance Standards, verification
One of our GIPS(R) (Global Investment Performance Standards) verification clients recently mentioned that they may be under pressure to move to quarterly verifications. I found this of great interest, because we, and most other verification firms, recommend annual...
by admin | Jan 20, 2011 | GIPS, Global Investment Performance Standards
Last week I mentioned that I had been asked to submit an item for Statpro’s blog. Because of my “long windedness” it was broken into two parts and the second one is now up! It addresses the recent changes to GIPS(R) (Global Investment Performance...
by admin | Jan 19, 2011 | GIPS, Global Investment Performance Standards
GIPS(R) (Global Investment Performance Standards) verification clients often ask what they need if one of their clients asks them to make changes to their account; for example, if their client asks them to increase the amount of cash they have.Ideally, the manager...
by TSG | Jan 14, 2011 | best practice, GIPS, Performance Perspectives Newsletter
VOLUME 8 – ISSUE 5 January 2011 Download PDF...