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...
by admin | Apr 22, 2010 | GIPS, Global Investment Performance Standards
A client who complies with the Global Investment Performance Standards (GIPS(R)) mentioned that they have two composites which are so close that they’d like to combine them and then terminate the old composites; can they? A firm can always create new composites,...
by admin | Apr 21, 2010 | GIPS, Global Investment Performance Standards, money-weighting, time-weighting
We have a new client who wanted us to do a “non-GIPS(R) verification” of a composite. We do this type of work for clients who aren’t able (or choose not) to comply with the Global Investment Performance Standards. We typically begin by understanding...
by admin | Apr 15, 2010 | CIPM, GIPS, Global Investment Performance Standards
I just had the opportunity to comment on a discussion that’s taking place in the CIPM (Certificate in Investment Performance Measurement) group on Linkedin. The question that was posed: “What can be done to make the CIPM credential more recognized and...
by admin | Apr 14, 2010 | GIPS, Global Investment Performance Standards
I received a question from a software vendor: “[can you build] a composite from the security-level holdings of member portfolios met GIPS(R) [Global Investment Performance Standards] rather than asset-weighting the ROR’s? We have a client that wants to do...
