by admin | Nov 21, 2011 | error correction, GIPS, Global Investment Performance Standards
Here’s an opportunity to gain some insights into the proper way to construct your policy. (If you claim compliance with the Global Investment Performance Standards (GIPS(R)), you are required to have a written policy!).Join me on Monday, December 5, from 11 AM...
by admin | Nov 16, 2011 | GIPS, Global Investment Performance Standards
While driving to Boston to moderate a panel on fixed income investing, my wife and I were listening to David Baldacci’s latest book, Zero Day. Early in the book he explains why folks in the UK drive on the left-hand side of the road. It apparently dates ...
by admin | Nov 15, 2011 | GIPS, Global Investment Performance Standards, real estate
The Global Investment Performance Standards (GIPS(R)) require compliant firms to make certain disclosures regarding the use and extent of leverage in their portfolios (See ¶ I.4.A.13).Does this include real estate?Answer: No!Yes, real estate investing is a leveraged...
by admin | Nov 9, 2011 | GIPS, Global Investment Performance Standards
One of our GIPS(R) (Global Investment Performance Standards) verification clients posed the following question: “We have had the question come up here as to whether a potential limited partner in a partnership that we manage (managed in a similar manner to a...
by admin | Nov 7, 2011 | GIPS, Global Investment Performance Standards
I did not attend this year’s annual GIPS(R) (Global Investment Performance Standards) conference in Chicago, though we sponsored it, and four of my colleagues were present. I learned that someone raised a question which I put forward here a few days ago,...
by admin | Nov 1, 2011 | composites, GIPS, Global Investment Performance Standards
One of our GIPS(R) (Global Investment Performance Standards) verification clients called to ask what’s the best practice for composite construction. Interesting question, I think.We first touched on the meaning of “best practice,” as it relates to...
