by David Spaulding | Jun 6, 2017 | past performance, GIPS, Global Investment Performance Standards, Investment Performance Guy, SEC, Securities & Exchange Commission
First, in the spirit of full disclosure … The source for this post is one of our GIPS verification clients. They reached out today, alerting me of what they believed was misleading information as reported by Barron’s. After some discussion and a bit of...
by David Spaulding | Jun 2, 2017 | GIPS 20/20, GIPS, Global Investment Performance Standards, Investment Performance Guy
In case you haven’t heard, the Global Investment Performance Standards (GIPS®) are going to have a rather major “make over.” It’s planned for 2020, and so to take advantage of the uniqueness of this particular year, it’s being referred to...
by David Spaulding | May 26, 2017 | verifier, GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
One thing I’ve always wondered about: why do some verifiers force their clients to sign contracts that restrict them from leaving? We have clients who had to delay coming on board because they were trapped in such contracts that made it difficult to...
by David Spaulding | May 25, 2017 | asset owners, GIPS, Global Investment Performance Standards, internal rate of return, Investment Performance Guy, IRR, performance measurement, time-weighted return, time-weighting, TWR
The revised GIPS for Asset Owners guidance statement hasn’t yet been finalized, but we can pretty much expect that the time-weighted composite return requirement will remain. At a recent NYSSA (New York Society of Security Analysts) GIPS program, that I...
by David Spaulding | May 17, 2017 | GIPS verification, GIPS, GIPS standards, Global Investment Performance Standards, Investment Performance Guy
ACA acquiring Ashland’s GIPS verification practice In case you haven’t heard, ACA Compliance Group has announced that they are acquiring Ashland Partners’ GIPS Verification and performance practice. We congratulate ACA for this major...
by David Spaulding | May 12, 2017 | Non-GIPS verification, GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
Let’s face it, the Global Investment Performance Standards (GIPS(R)) are extremely popular, and thousands of asset managers throughout the world have adopted them. And, most of these firms get annual GIPS verifications. Both compliance and verifications...
