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...
by admin | Jan 12, 2011 | GIPS, Global Investment Performance Standards
The new edition of GIPS(R) (Global Investment Performance Standards) has a shift from “market” to “fair” value, and even comes with a recommended hierarchy for firms to utilize. But even without this move, or even if all of the securities you...
by admin | Jan 11, 2011 | GIPS, Global Investment Performance Standards, IRR, money-weighting, time-weighting
A client asked about the “general landscape among financial companies in terms of usage of different performance engines/performance calculations.” Specifically whether true daily or Modified Dietz is prevalent when it comes to portfolio and security level...
