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...
by admin | Sep 27, 2012 | Investment Performance Guy, News
TSG, BrightScope, and the UAPS (Universal Advisor Performance Standards) board of advisors are continuing to move forward with the review of the first draft of these new standards. We are quite pleased that interest in them continues to grow. And this makes sense, as...
by admin | Sep 25, 2012 | Investment Performance Guy, News
Twenty years ago, I suggested to the then head of the AIMR-PPS(R) (the forerunner to the Global Investment Performance Standards (GIPS(R)), Sue Martin, that someone needed to verify the verifiers, because I was discovering misinformation being shared by a few...
