by admin | Mar 9, 2010 | GIPS, Global Investment Performance Standards
As a GIPS(R) (Global Investment Performance Standards) verifier, we get to see lots of presentations. Some firms are “lean and mean,” and only show what’s required; others toss in all kinds of verbiage which isn’t necessary. Example: including...
by admin | Mar 8, 2010 | GIPS, Global Investment Performance Standards, risk
Money Management Letter offered the following regarding the revised Global Investment Performance Standards (GIPS(R)) which will go into effect next January: “The CFA Institute has placed a heavy emphasis on risk disclosure in its revised Global Investment...
by admin | Mar 4, 2010 | attribution, GIPS, Global Investment Performance Standards
I just got off the phone with a verification client who wanted to discuss attribution and the requirements of the Global Investment Performance Standards (GIPS(R)). Many firms want to include attribution in their marketing materials, and this is great! It provides the...
by admin | Mar 3, 2010 | GIPS, Global Investment Performance Standards
I got a call earlier today from a California-based investment consultant who is wrestling with a problem and wanted to know if there were any rules available. Here’s the scenario: One of their client’s managers subadvises the actual investing for a...
by admin | Mar 2, 2010 | GIPS, Global Investment Performance Standards
My friend, Carl Bacon, and I have discussed the topic of what side of the road one should drive on; if you’ve witnessed Carl and me together, you’re not surprised to hear we disagree on this topic. The Brits, as you no doubt are aware, drive on the left...
by admin | Mar 1, 2010 | GIPS, Global Investment Performance Standards
In our February newsletter I mentioned that the new edition of the Global Investment Performance Standards (GIPS(R)) (i.e., GIPS 2010) doesn’t reference “early adoption” as the ’05 version does. What I failed to do was to indicate that this...
