by David Spaulding | Apr 12, 2018 | GIPS compliance, GIPS, GIPS standards, Investment Performance Guy, performance measurement
Looking for ways to simplify GIPS compliance Let’s face it: complying with the Global Investment Performance Standards (GIPS®) can be a challenge. And so, why not look for ways to simplify the process? Here are a few ideas you may find of interest. Get off of...
by David Spaulding | Mar 29, 2018 | Mutual funds and GIPS, composites, GIPS, Global Investment Performance Standards, Investment Performance Guy, mutual funds
Things to know about incorporating mutual funds into a GIPS composite Many asset managers who are seeking compliance with the Global Investment Performance Standards (GIPS®) want to include mutual funds. While this is fairly easy to do, there are a few things...
by TSG | Mar 13, 2018 | CIPM, GIPS, Performance Perspectives Newsletter
VOLUME 3 – ISSUE 8 April 2006 Download PDF...
by David Spaulding | Mar 13, 2018 | accruing advisory fees, advisory fee, GIPS, GIPS 20/20, Global Investment Performance Standards, gross of fees, Investment Performance Guy, net of fees, net-of-fees return
I recently sent a suggestion into the GIPS(R) (Global Investment Performance Standards) Help Desk, suggesting that they introduce a recommendation, if not an outright ban, on firms deducting the annual fee from the annual gross-of-fee return, to arrive at their...
by David Spaulding | Feb 7, 2018 | GIPS Policies & Procedures, GIPS, Global Investment Performance Standards, Investment Performance Guy
When it comes to crafting your GIPS(R) Policies & Procedures, one of the first things you need to settle on is what your STYLE will be. Recall that GIPS (Global Investment Performance Standards) requires written policies & procedures. This task is often...
by David Spaulding | Feb 1, 2018 | benchmarks, GIPS, GIPS standards, Global Investment Performance Standards, Investment Performance Guy
With this post, I feel that I am risking a charge of blasphemy, as I dare to take on what appears to be something sacred: The benchmark criteria. What criteria? You know, those seven (now eight) items that the CFA Institute has championed for quite some time....
