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...
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,...
