by Robert Levin | Jan 4, 2020 | GIPS, Performance Perspectives Newsletter
VOLUME 1 – ISSUE 8 April 2004 Download PDF...
by David Spaulding | Sep 17, 2019 | composite inception date, 2020 GIPS Standards, composite creation date, composites, GIPS, GIPS 2020, Global Investment Performance Standards, Investment Performance Guy
A video to help explain the difference: composite creation vs. composite inception date With the introduction of the 2020 version of the GIPS(R) Standards, a new requirement is surfacing: for firms to report the composite’s inception date. This is defined in the...
by TSG | Mar 13, 2019 | CIPM, GIPS, Performance Perspectives Newsletter
VOLUME 3 – ISSUE 7 March 2006 Download PDF...
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....
