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...
by admin | Apr 7, 2010 | GIPS, Global Investment Performance Standards
Defining materiality can be a challenge: but if you thought doing it regarding returns was difficult, think about the other areas where it will be required for firms that claim compliance with the Global Investment Performance Standards (GIPS(R)), as a result of GIPS...
by admin | Apr 3, 2010 | Fair value, GIPS, Global Investment Performance Standards
This past week I spoke at First Rate’s annual user conference in Arlington, Texas. My topic was GIPS(R) 2010, the new edition of the Global Investment Performance Standards, though we touched on other topics, such as the CIPM exam. When queried about the CIPM, I...
