by admin | Sep 16, 2025 | Investment Performance Guy, News
It came to my attention yesterday that a new GIPS(R) (Global Investment Performance Standards) rule is being introduced into the GIPS Handbook regarding the treatment of significant cash flows (SCF): compliant firms will no longer be able to use the “number of...
by admin | Aug 17, 2025 | Investment Performance Guy, News
John Simpson and I are spending this week working on a new service which we will introduce later this year (stay tuned for details!). During the course of our conversation, a question arose: what’s the difference between functions and features? I must confess...
by admin | Feb 10, 2025 | Investment Performance Guy, News
When I was an undergrad there were only two subjects I considering majoring in: history and mathematics; I chose the latter, but have continued to enjoy the former. In today’s Wall Street Journal, Jason Zweig begins with a reference to the possible NYSE Euronext...
by admin | Jan 30, 2025 | Investment Performance Guy, News
By now you’re aware of Washington’s funding of Solyndra, the now bankrupt energy company that received something north of a half billion dollars in government loans. In Wednesday’s WSJ, Deborah Solomon had an article (“Solyndra Said to Have...
by admin | Jan 24, 2025 | Investment Performance Guy, News
At the core of performance measurement is the rate of return. While we are often distracted by attribution, risk, and the Global Investment Performance Standards (GIPS(R)), the ROR is fundamental. And so, there are some key points we should agree on. 1. Use...
by TSG | Jan 13, 2025 | 2020 GIPS Standards, GIPS, Global Investment Performance Standards, Investment Performance Guy, News, OCIO GIPS
Guidance Statement for OCIO Portfolios – TSG’s Key Takeaways and Summary Author: Jennifer Barnette, CIPM The CFA Institute has introduced a new Guidance Statement specifically for Outsourced Chief Investment Officer (OCIO) firms, providing a tailored framework...
