by admin | Jun 7, 2010 | GIPS, Global Investment Performance Standards
I recently commented about the use of the glossary and samples as ways to communicate GIPS(R) (Global Investment Performance Standards) requirements. I’m reading Exchange Rate Regimes: Choices and Consequences and in chapter 4 the authors distinguish between de...
by admin | Jun 4, 2010 | GIPS, Global Investment Performance Standards
I have become a big fan of Malcom Gladwell and have made it through Outliers: The Story Of Success, The Tipping Point: How Little Things Can Make a Big Difference, and Blink. I’m now working on his most recent book, What the Dog Saw: And Other Adventures and...
by admin | Jun 3, 2010 | GIPS, Global Investment Performance Standards
I gave a talk today at the CFA Society of Philadelphia on GIPS(R) 2010 (Global Investment Performance Standards) and mentioned that effective January 1, 2010, compliant firms must disclose, when reporting net-of-fee returns, if model or actual fees are used. Earlier...
by admin | Jun 2, 2010 | GIPS, Global Investment Performance Standards
What is a glossary? Well, www.dictionary.com defines it as glos·sa·ry <a href=”https://dictionary.reference.com/audio.html/lunaWAV/G01/G0198300″ target=”_blank”><img...
by admin | Jun 1, 2010 | GIPS, Global Investment Performance Standards
Recall that we extended an invitation for firms to participate in a GIPS(R) (Global Investment Performance Standards) Policies & Procedures swap. Well, we’ve gotten some very positive responses to this idea, and decided to extend the deadline by two weeks...
by admin | May 27, 2010 | GIPS, Global Investment Performance Standards
I recently conducted a “mini verification” for a client wanted us to do a high level check on a manager who both claimed compliance with the Global Investment Performance Standards (GIPS(R)) and had been verified. As I always do, I asked to see all their...
