by admin | Aug 31, 2010 | GIPS, Global Investment Performance Standards
The Global Investment Performance Standards (GIPS(R)) requires firms to report their “firm assets” as part of each composite presentation. But many people have advisory accounts…should these assets be included? First, what are advisory accounts?...
by admin | Aug 27, 2010 | GIPS, Global Investment Performance Standards
Earlier this month I posted about the issue of firms wanting their returns “audited” when they have a GIPS(R) (Global Investment Performance Standards) verification conducted. At that time I mentioned that I had asked a couple of CPA colleagues their...
by admin | Aug 26, 2010 | CIPM expert, composite asset, firm assets, GIPS
Recently I received a question from one of our verification clients regarding what I call “in transition” assets – basically accounts that are in the process of moving from one category to another with respect to the firm’s GIPS compliant...
by admin | Aug 24, 2010 | GIPS, Global Investment Performance Standards
I don’t know about you, but I was a bit confused by the GIPS(R) (Global Investment Performance Standards) requirement that compliant firms must disclose that additional information regarding policies to calculate and report returns is available upon request (see...
by admin | Aug 18, 2010 | GIPS, Global Investment Performance Standards
I received an interesting question from a Linkedin mate today regarding the Global Investment Performance Standards (GIPS(R)) and the impact that our friend Bernie Madoff may have had: I was just curious about this and I figured you would be a good person to ask, With...
by admin | Aug 18, 2010 | GIPS, Global Investment Performance Standards
I’ve commented in the past how the new version of the Global Investment Performance Standards (GIPS(R)) can be a bit confusing. The “2010” in the title refers to the published date; the effective date is 2011 (actually, January 1, 2011). But when do...
