by admin | Jan 5, 2012 | GIPS, Global Investment Performance Standards, risk
I often save clippings from newspapers and magazines, to refer back to at a future date. I just discovered one from the August 12, 2011 issue of the WSJ: it’s from their “op ed” section, titled “S&P 500 and the ‘Regulator’s...
by admin | Dec 21, 2011 | GIPS, Global Investment Performance Standards
As I explained in yesterday’s post, I would balance out my 10 “not so good things” about GIPS(R)” (Global Investment Performance Standards) with my “10 best.”——————–#10 3-year annualized...
by admin | Dec 20, 2011 | GIPS, Global Investment Performance Standards
Over the past several months, I’ve had conversations with other PMPs (Performance Measurement Professionals) about the GIPS(R) Standards (Global Investment Performance Standards). And while we are in agreement that the standards are exceptional, necessary, and...
by admin | Dec 16, 2011 | GIPS, Global Investment Performance Standards, gross of fees, net of fees
Okay, so yesterday we touched on the calculations for gross- and net-of-fee returns. But who should get what?Prospective clients should get gross-of-fee returns, unless the net-of-fee returns are net of the same fee. The problem with most net-of-fee returns is that...
by admin | Dec 9, 2011 | error correction, GIPS, Global Investment Performance Standards
We held a webinar on Monday devoted to the GIPS(R) (Global Investment Performance Standards) Error Correction Guidance Statement. As I pointed out in the session, this GS is one of the most confusing that has been offered, though the newest version is definitely much...
by admin | Dec 5, 2011 | GIPS, Global Investment Performance Standards
One of our GIPS(R) (Global Investment Performance Standards) verification clients may be changing their name soon. What is the requirement for dealing with this?Well, technically there is nothing explicit that I have found which deals with this matter: a quick check...
