by TSG | Dec 15, 2018 | #GIPS2020, 2020 GIPS Standards, benchmarks, blended benchmarks, GIPS, GIPS 2020, Performance Perspectives Newsletter
VOLUME 16 – ISSUE 1 December 2018 Download PDF...
by David Spaulding | Dec 11, 2018 | PMAR, Attribution & Risk, GIPS, GIPS 20/20, GIPS 2020, GIPS standards, Global Investment Performance Standards, Investment Performance Guy, Performance measurement conference
PMAR 2019 Agenda Draws a Singular Question We recently published the agenda for our upcoming PMAR (Performance Measurement, Attribution & Risk) North America conference, and have been asked the same question by several colleagues: “Why isn’t there a...
by David Spaulding | Nov 20, 2018 | ETF, benchmarks, Exchange Traded Fund, GIPS, Investment Performance Guy, market index
ETFs as benchmarks: is it time? A topic that continues to gain attention is the massive increases that have occurred with market indexes. We regularly hear stories of firms being required to pay multiples of what they had been for some of the major ones....
by David Spaulding | Nov 6, 2018 | Spaulding Verification Services, GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
At the end a recent GIPS® 2020 webinar, I included a slide like the one above. It was, in a sense, a “word from your sponsor.” This is the time of year when many firms begin to think about their next year’s verification. Before you get too far down that path,...
by TSG | Oct 15, 2018 | #GIPS2020, 2020 GIPS Standards, GIPS, GIPS 2020, Performance Perspectives Newsletter
VOLUME 15 – ISSUE 12 October 2018 Download PDF...
by David Spaulding | Oct 9, 2018 | GIPS composite presentation, GIPS, GIPS 2020, GIPS compliance, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
You’ve probably seen this bumper sticker that reads something like “Don’t follow me, I’m lost too.” Well, an analogous idea arises in school, when you look at what a neighboring student answered to an exam question, thinking that they...
