If you don’t vote, don’t complain

One thing we’ve learned is that those who don’t take the time to vote shouldn’t complain about the results. The same applies to the proposed changes to the GIPS® standards. With less than a month before the opportunity disappears, only a few have...

Standard deviation…not so quick

Earlier this week I mentioned that I have finally sent my comments in re. GIPS 2010. Well, I find myself slightly modifying my view about the planned requirement for a 3-year annualized standard deviation … okay, maybe more than slightly.I’m working on a...

GIPS 2010 … my comments have FINALLY been sent

I’ve been commenting about the proposed changes to the GIPS standards for several months through our newsletter (/services/resource-center/91-newsletters-pamphlets-a-white-papers.html). But finding the time to review the entire document has been a challenge....

January 1, 2010 isn’t far away (large cash flows)

While many GIPS-compliant firms are preparing for January 2011, they also need to be aware of what’s in store for them in just seven months.Most firms are aware of the new requirement to revalue portfolios for large cash flows (Para. 2.A.2.b.). But, have they...

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