by admin | Jan 11, 2011 | GIPS, Global Investment Performance Standards, IRR, money-weighting, time-weighting
A client asked about the “general landscape among financial companies in terms of usage of different performance engines/performance calculations.” Specifically whether true daily or Modified Dietz is prevalent when it comes to portfolio and security level...
by admin | Jan 10, 2011 | GIPS, Global Investment Performance Standards
In Friday’s post I mentioned how there is confusion regarding when firms need to comply with the Global Investment Performance Standards (GIPS(R)) 2010 edition. I mentioned how you aren’t obligated to comply until you begin to report on your 2011 numbers....
by admin | Jan 7, 2011 | GIPS, Global Investment Performance Standards
It is becoming increasingly obvious that there is still confusion regarding GIPS(R) 2010, which went into effect on January 1, 2011; just yesterday I got a call from a verification client who wanted to make sure she was fully prepared for my upcoming visit. Any firm...
by admin | Dec 31, 2010 | GIPS, Global Investment Performance Standards
Funny what we can do with Google: type in just about anything and you’ll be whisked away to one or more potential sites to provide you with information related to your inquiry. I entered the title for this post and was sent to a Yahoo site that addresses this...
by admin | Dec 21, 2010 | GIPS, Global Investment Performance Standards
You may recall that the only major controversy regarding the AIMR Performance Presentation Standards (AIMR-PPS(R)) was the use of asset-weighted returns, rather than equal-weighted. Two groups in particular, the Investment Management Consultant’s Association...
by admin | Dec 20, 2010 | GIPS, Global Investment Performance Standards
A client of ours asked us the following: Is their a distinction between being a GIPS® compliant firm and claiming that our performance is GIPS verified? In other words, is the industry standard to have all advertisements and websites GIPS verified if your performance...
