by admin | Jun 14, 2010 | GIPS, Global Investment Performance Standards
I recently penned an article for a CFA Institute newsletter, which will appear later this week. In advance of that, I want to share some of the ideas from the article. As you are probably aware, effective 1 January 2010, GIPS(R) (Global Investment Performance...
by admin | Jun 10, 2010 | GIPS, Global Investment Performance Standards
During last week’s presentation to the CFA Society of Philadelphia on the latest changes to the Global Investment Performance Standards (GIPS(R) 2010), I expressed my dislike for GIPS Examinations. I had a lengthy conversation with representatives from one firm...
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...
