by David Spaulding | Oct 19, 2016 | #GIPS2020, GIPS, Global Investment Performance Standards, Investment Performance Guy
At this year’s annual #GIPS conference, we learned that the GIPS® Executive Committee is beginning work on the next edition of the Global Investment Performance Standards: GIPS 2020, or as those of us who Tweet will probably refer to it, #GIPS2020. While...
by David Spaulding | Oct 17, 2016 | GIPS, GIPS compliance, Global Investment Performance Standards, Investment Performance Guy
Steps to GIPS compliance, if you’re not quite ready to comply We were recently asked the following: “Do you have any recommendations or best practices we should be employing now to provide an easier transition to GIPS® reporting in the future?” I guess...
by David Spaulding | Oct 14, 2016 | GIPS, GIPS compliance, Global Investment Performance Standards, Investment Performance Guy
GIPS Survey Time The GIPS(R) Executive Committee has posted a survey here, and they’d like your input. The survey will only take you a few minutes. One question they ask is what changes you’d make to the Standards. I offered three: Change the composite...
by David Spaulding | Jul 14, 2016 | performance measurement, Global Investment Performance Standards, Investment Performance, Investment Performance Guy, performance attribution, return measurement, Training
Almost ten years ago, 25 investment professionals gathered in New Brunswick, NJ for an intensive week of performance measurement training at the first ever Performance Measurement Boot Camp. And while demand for this class has never gone away, we just didn’t...
by David Spaulding | Feb 5, 2016 | GIPS, Global Investment Performance Standards, Investment Performance Guy, performance measurement
A new GIPS guidance statement has arrived There’s a new sheriff in town (in the form of a new GIPS guidance statement), and he’s carrying some seriously new proposed requirements for GIPS(R) (Global Investment Performance Standards) compliant firms who are...
by David Spaulding | Aug 21, 2015 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
I just completed the second quarter 2015 non-GIPS(R) (Global Investment Performance Standards) verification for a client. We generally recommend only doing annual, but are very happy to do quarterly (for GIPS or non-GIPS), as they mean more revenue for our firm...
