by admin | Jul 2, 2013 | Investment Performance Guy, News
A TSG verification client contacted me with a non-GIPS(R) (Global Investment Performance Standards) related question, which I want to share with you, as I think it has wide applicability.They have a commingled vehicle that restricts cash flows to always occur on the...
by admin | Jul 1, 2013 | Investment Performance Guy, News
As noted last week, firms that comply with the Global Investment Performance Standards (GIPS(R)) are now given the opportunity to no longer disclose composite name changes when they are deemed to be no longer “relevant and meaningful.” I think it’s...
by admin | Jun 28, 2013 | Investment Performance Guy, News
We are discovering new changes to GIPS(R) (Global Investment Performance Standards) that have been introduced through the most unusual ways: not as part of the Standards, but simply as Q&As or notes. How are we to learn of these? I guess by reading the...
by admin | Jun 27, 2013 | Investment Performance Guy, News
When I was mayor of the Township of North Brunswick (NJ: 2000-2003), I commented how I could envision the huge potential benefits that would accrue in 2010, when the town’s debt obligations would drop significantly (the idea of offering a sizable tax decrease to...
by admin | Jun 26, 2013 | Investment Performance Guy, News
I wrote an article for Pension & Investments regarding the expansion of the GIPS(R) standards (Global Investment Performance Standards) to plan sponsors. It was recently published and appears in the June 10 edition. I am very excited that it got published; not...
by admin | Jun 26, 2013 | Investment Performance Guy, News
In this month’s soon-to-be-published TSG newsletter, I comment a bit about the decision not to have a 2015 edition of the Global Investment Performance Standards (GIPS(R)), and provide the results (meager as they may be) from a mini (talk about an accurate...
