by admin | Jun 3, 2011 | GIPS, Global Investment Performance Standards
In case you hadn’t heard, TSG, Inc., has hired Jed Schneider, CIPM, FRM, formerly of Morgan Stanley Smith Barney. Jed is being brought on to head the firm’s verification business (GIPS(R)) and non-GIPS), and is titled a Senior Vice President.Because of the...
by admin | Jun 2, 2011 | GIPS, Global Investment Performance Standards
A letter I wrote appears in the most recent issue (May 30) of Pensions & Investments, that’s in response to a letter Jonathan Boersma wrote (April 18), which was in response to one I had written (February 21), in response to an earlier article (December 27,...
by admin | May 11, 2011 | asset weighting, composites, equal weighting, GIPS, Global Investment Performance Standards
I had a call yesterday with a client who wanted to know if they can show equal-weighted composites. Recall that GIPS(R) (Global Investment Performance Standards) requires composites to be asset-weighted (something which I have grown to consider perhaps not to be...
by admin | May 4, 2011 | GIPS, Global Investment Performance Standards
If you recall, when we transitioned from the 1999 to the 2005 edition of GIPS(R) (Global Investment Performance Standards), firms were permitted to do so slowly if they wanted; that is, they could adopt parts of it in advance of adopting all of it. The standards had...
by admin | Apr 28, 2011 | GIPS, Global Investment Performance Standards, pension funds
It has occurred to me that the pension fund performance topic and compliance with GIPS(R) (Global Investment Performance Standards) “has legs.” In other words, “staying power.” It’s not going to go away any time soon.The most recent...
by admin | Apr 27, 2011 | GIPS, Global Investment Performance Standards
I was contacted earlier this week by a client who was dealing with a situation where one of their clients had requested them to raise a sizable amount of cash, for the ultimate purpose of investing it into a new strategy, while keeping the balance of their portfolio...