by admin | May 10, 2010 | GIPS, Global Investment Performance Standards
The long-awaited list of Q&As regarding the Global Investment Performance Standards (GIPS(R)) 2010 edition are beginning to be answered. Go here and limit the search to “after April 2010” to see the first batch. I have only started to review them and...
by admin | May 8, 2010 | GIPS, Global Investment Performance Standards
I just posted this on Linkedin and so want to extend this invite to my blog readers, too. Many firms struggle with their Global Investment Performance Standards (GIPS(R)) policies and procedures; and even for those who feel theirs are pretty good, there is always an...
by admin | May 6, 2010 | GIPS, Global Investment Performance Standards
I was in London this week and reminded about how two words associated with the Global Investment Performance Standards (GIPS(R)) each have two distinctively different pronciations: GIPS: The abbreviation for the standards, which is a word because it’s an acronym...
by admin | May 3, 2010 | GIPS, Global Investment Performance Standards
One aspect of the Global Investment Performance Standards (GIPS(R)) which can be a challenge to deal with is to identify who the client is. While this may seem to be a “no brainer,” it isn’t always. Let’s consider mutual funds. Are the...
by admin | Apr 27, 2010 | GIPS, Global Investment Performance Standards
A client recently asked what the qualifications were for a verifier; the answer: none. Granted, we would expect that they understood the Global Investment Performance Standards (GIPS(R)), performance measurement, portfolio accounting, the requirements and expectations...
by admin | Apr 23, 2010 | GIPS, Global Investment Performance Standards
I just got a call from a verification client who said that a prospect has asked to see monthly returns; he asked if he can provide them a GIPS(R) presentation just with the monthly returns rather than annual? You can have monthly returns in your presentation but must...
