by admin | Mar 7, 2011 | animation, GIPS, Global Investment Performance Standards, verification
We decided to create an animation for our GIPS(R) (Global Investment Performance Standards) verification clients, to prepare them for the actual verification. We thought it would be helpful, and thought you might find it of interest, too.It also demonstrates how these...
by admin | Mar 4, 2011 | error correction, GIPS, Global Investment Performance Standards
If you’re old enough you may remember the 1970 movie Love Story, that starred Ryan O’Neal and Ali MacGraw. While today’s movie-going audiences would probably not find the movie very appealing, it did meet with a great deal of success four decades...
by admin | Mar 4, 2011 | GIPS, Global Investment Performance Standards, money-weighting, time-weighting
I recently wrote a letter to Pensions & Investments, which was published in their February 21 issue. Titled “Flaw in time-weighting return,” it was a response to an earlier P&I article that discussed how plan sponsors need to ensure they’re...
by admin | Mar 2, 2011 | GIPS, Global Investment Performance Standards
Many firms that claim compliance with the Global Investment Performance Standards (GIPS(R)) no doubt believe that the use of a “minimum” for their composites is an option, and in lots of cases this is probably true. For example, firms that strictly and...
by admin | Feb 25, 2011 | GIPS, Global Investment Performance Standards
This matter came up recently with one of our GIPS(R) (Global Investment Performance Standards) verification clients, and is worthy of some discussion.What is a balanced account? I would say the characteristics are basically three:It’s an account that invests in...
by admin | Feb 17, 2011 | GIPS, Global Investment Performance Standards
One of the reasons we encourage firms that claim compliance with the Global Investment Performance Standards (GIPS(R)) to get annual verifications is because the standards are just too darn confusing. There is so much that is left to your interpretation, and...