by David Spaulding | Mar 31, 2015 | GIPS standards, Global Investment Performance Standards, Investment Performance Guy, performance measurement
Perhaps it’s just me, but sometimes I have a difficult time reading the presentations and policies that are given to me to review during a GIPS(R) (Global Investment Performance Standards) verification. The chosen font size is just TOO small. Case in...
by David Spaulding | Mar 19, 2015 | GIPS, Global Investment Performance Standards, Investment Performance Guy, performance measurement
In a recent blog post I mentioned that I will comment on grammar when I conduct a GIPS® (Global Investment Performance Standards) verification. Let’s take a moment and review some of the mistakes I often find. Technically, these aren’t GIPS Common Errors,...
by David Spaulding | Feb 3, 2015 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy, performance measurement
This is our “busy season” for conducting GIPS® (Global Investment Performance Standards) verifications. And, as part of the process we get to spend time reading a lot of material, including Policies & Procedures and composite presentations. On...
by TSG | Jul 15, 2012 | GIPS, Global Investment Performance Standards, Performance Perspectives Newsletter, risk, risk measurement
VOLUME 9 – ISSUE 11 July 2012 Download PDF...
by admin | Jul 12, 2012 | benchmarks, GIPS, Global Investment Performance Standards
We have gotten a series of questions lately regarding the inclusion of benchmarks in a GIPS(R) (Global Investment Performance Standards) presentation. I’ll summarize some of it here.Secondary benchmarks: can a firm show additional benchmarks along with...
by admin | Jul 3, 2012 | GIPS, Global Investment Performance Standards, uaps, universal advisor performance standards
While a great deal of attention was paid to the U.S. Supreme Court’s decision on Obamacare this past week, another ruling should garner some interest, too: their conclusion that the 2006 Stolen Valor Act infringes on speech protected by the First Amendment. This...
