by admin | Nov 2, 2010 | GIPS, Global Investment Performance Standards
We were on the phone today with a small hedge fund manager who wishes to comply with the Global Investment Performance Standards (GIPS(R)). First, we think this is GREAT, since there is clearly a trend in this segment of the market to achieve compliance. BUT, there is...
by admin | Oct 27, 2010 | GIPS, Global Investment Performance Standards
This thought occurred to me when a few of us were wondering about a particular issue, and thought of posting it on Google. Through experience we have come to realize that whatever question we come up with, someone has asked it in the past. And while there may not be...
by admin | Oct 22, 2010 | GIPS, Global Investment Performance Standards
The first thing you may be wondering is what “IAW” stands for; and no, it’s not an abbreviation that is being used by twitters or text messagers (at least not that I’m aware of). The military loves abbreviations and acronyms (oh, and...
by admin | Oct 22, 2010 | GIPS, Global Investment Performance Standards
In addition to doing GIPS(R) (Global Investment Performance Standards) verifications, we also conduct “non-GIPS” verifications, for firms or individuals who can’t comply with the Standards, but still want their numbers reviewed. And occasionally we...
by admin | Oct 19, 2010 | GIPS, Global Investment Performance Standards
We have had a few clients raise questions of late regarding how UMAs fit within GIPS® (Global Investment Performance Standards). The two major questions: (1) Are these accounts to be included in composites? (2) Are they included in firm assets? “UMA”...
by admin | Oct 13, 2010 | GIPS, Global Investment Performance Standards
A client recently asked us a question regarding GIPS(R) (Global Investment Performance Standards) which we have heard in the past, and so I decided to post it here and offer a response. Should the dispersion which is shown on a GIPS presentation be based on net or...
