by TSG | Mar 14, 2020 | net of fees, net-of-fees return, Performance Perspectives Newsletter
VOLUME 17 – ISSUE 3 March 2020 Download PDF...
by TSG | Oct 14, 2019 | #GIPS2020, 2020 GIPS Standards, net of fees, net-of-fees return, Performance Perspectives Newsletter
VOLUME 16 – ISSUE 8 October 2019 Download PDF...
by David Spaulding | Mar 13, 2018 | accruing advisory fees, advisory fee, GIPS, GIPS 20/20, Global Investment Performance Standards, gross of fees, Investment Performance Guy, net of fees, net-of-fees return
I recently sent a suggestion into the GIPS(R) (Global Investment Performance Standards) Help Desk, suggesting that they introduce a recommendation, if not an outright ban, on firms deducting the annual fee from the annual gross-of-fee return, to arrive at their...
by David Spaulding | Mar 17, 2017 | advisory fee, GIPS, gross of fees, Investment Performance Guy, net of fees, net-of-fees return, performance measurement
Perhaps the problem I’ll touch on is such that firms will avoid reporting gross- and net-of-fee returns. Hopefully not. A new GIPS(R) (Global Investment Performance Standards) verification client reached out with a problem. One of their clients subtracted...
by admin | May 9, 2012 | AIMR-PPS, GIPS, Global Investment Performance Standards, gross of fees, net of fees
A colleague recently brought to my attention wording that appears in the 1993 edition of the Performance Presentation Standards, published by AIMR (Association for Investment Management and Research; the former name of the CFA Institute). On page 25, under a section...
by TSG | Apr 15, 2012 | GIPS, gross of fees, net of fees, net-of-fees return, Performance Perspectives Newsletter
VOLUME 9 – ISSUE 7 April 2012 Download PDF...
