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...
by David Spaulding | Aug 12, 2015 | discretion, GIPS, GIPS standards, Global Investment Performance Standards, Investment Performance Guy, performance measurement
Let’s face it, there’s a lot about the Global Investment Performance Standards (GIPS(R)) that can be confusing, and much is owed to some of the terminology that’s used. This post will only focus on one of those terms: discretionary, as in “all...
by David Spaulding | Jul 28, 2015 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy, performance examinations
Neminem id agere ut ex alterius praedetur inscitia [No one should prey on another’s ignorance] No, I’m not showing off my knowledge of Latin (although learning it should be added to my “bucket list”). This line comes from the 16th...
by David Spaulding | May 21, 2015 | GIPS, GIPS Annual Registration, GIPS standards, Global Investment Performance Standards, Investment Performance Guy, performance measurement
Firms that claim compliance with the Global Investment Performance Standards (GIPS®) are now required to register with the CFA Institute on an annual basis. We’ve touched on this new requirement in both this blog and our newsletter, and had a webinar...
by David Spaulding | May 7, 2015 | GIPS, GIPS compliance, Global Investment Performance Standards, Investment Performance Guy
Once a firm has achieved compliance with the Global Investment Performance Standards (GIPS®), they are faced with the challenge of maintaining GIPS compliance. What do we mean by that? Well, such things as: Keeping up with the Standards (being aware of changes,...
by David Spaulding | Apr 13, 2015 | GIPS, GIPS standards, Global Investment Performance Standards, Investment Performance Guy
I had two philosophy courses at Temple University in Philadelphia, where I obtained my bachelor’s degree: logic (which, as a math major, I was required to take) and an introductory course. Well, that’s been more than 40 years ago (I know...
