by admin | Oct 10, 2012 | Investment Performance Guy, News
A software vendor client of ours described a situation involving one of their clients. Until a certain date, the portfolio’s return was in US Dollars (USD). After that date, it was in Japanese Yen (JPY). The question: can we link these periodic returns?My...
by admin | Oct 9, 2012 | Investment Performance Guy, News
In TSG’s Fundamentals of Performance and GIPS(R) Fundamentals courses, I often pose this question to attendees:Verification verifies a firm’s compliance with GIPS: true or false? Simple question, right? What does it mean to be verified?Is it not...
by admin | Oct 5, 2012 | Investment Performance Guy, News
TSG has offered training for close to 20 years, including our one-day GIPS Fundamentals Workshop. To date we’ve trained over 3,500 individuals throughout the world (all over the United States, in several cities in Canada, various parts of Europe, in...
by admin | Oct 2, 2012 | Investment Performance Guy, News
I am conducting a “non-GIPS(R)” verification this week for a client who uses “rep” (representative) account performance for marketing purposes. This particular firm is not easily able to comply with GIPS (Global Investment Performance...
by admin | Oct 1, 2012 | Investment Performance Guy, News
We were recently sent the following question, that relates to GIPS(R) (Global Investment Performance Standards) and composites:What becomes of a composites performance if the strategy (value, growth, etc) remains the same, but a new team of portfolio managers and...
by admin | Sep 28, 2012 | Investment Performance Guy, News
Well, maybe.We want to hear from you if you are an asset manager who IS or IS NOT compliant with the Global Investment Performance Standards (GIPS(R)).We are wrapping up our survey, and you have only another week or so to join in.The survey will take you less than 10...
