by admin | Jun 2, 2010 | GIPS, Global Investment Performance Standards
What is a glossary? Well, www.dictionary.com defines it as glos·sa·ry <a href=”https://dictionary.reference.com/audio.html/lunaWAV/G01/G0198300″ target=”_blank”><img...
by admin | Jun 1, 2010 | GIPS, Global Investment Performance Standards
Recall that we extended an invitation for firms to participate in a GIPS(R) (Global Investment Performance Standards) Policies & Procedures swap. Well, we’ve gotten some very positive responses to this idea, and decided to extend the deadline by two weeks...
by admin | May 27, 2010 | GIPS, Global Investment Performance Standards
I recently conducted a “mini verification” for a client wanted us to do a high level check on a manager who both claimed compliance with the Global Investment Performance Standards (GIPS(R)) and had been verified. As I always do, I asked to see all their...
by admin | May 26, 2010 | GIPS, Global Investment Performance Standards
Our 8th annual Performance Measurement, Attribution & Risk conference was held last week in Jersey City, NJ. And while Jersey City might not seem like a “dream location” for a conference, the Hyatt turned out to be a superb venue. From our conference...
by admin | May 20, 2010 | GIPS, Global Investment Performance Standards
A GIPS(R) (Global Investment Performance Standards) client asked if a certain disclosure is needed. They, like a few firms, include language such as: The collection of fees produces a compounding effect on the total rate of return net of management fees. As an...
by admin | May 13, 2010 | GIPS, Global Investment Performance Standards
Since 2006, the Global Investment Performance Standards (GIPS(R)) have required compliant firms to disclose “significant events.” But what, pray tell, is a “significant event.” In our lives we encounter significant events all the time, right?...
