by David Spaulding | Mar 29, 2018 | Mutual funds and GIPS, composites, GIPS, Global Investment Performance Standards, Investment Performance Guy, mutual funds
Things to know about incorporating mutual funds into a GIPS composite Many asset managers who are seeking compliance with the Global Investment Performance Standards (GIPS®) want to include mutual funds. While this is fairly easy to do, there are a few things...
by David Spaulding | Jun 12, 2017 | mutual funds, bond rating, Investment Performance Guy, past performance, peer group, performance measurement, risk
When I learned of the recent Barron’s article touting the success of an Eaton Vance municipal bond fund, based on the ratings given by two mutual fund peer group providers, a thought immediately occurred to me: it sounded exactly like the problem that...
by David Spaulding | Apr 12, 2017 | pooled funds, GIPS, Global Investment Performance Standards, Investment Performance Guy, mutual funds
In September 2013, those of us who attended the annual GIPS(R) conference were provided with some rather scary news: that managers with pooled funds (e.g., mutual funds) would be required to provide all prospective fund shareholders with the composite...
