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Overlays and GIPS

Overlays and GIPS

by admin | Mar 6, 2012 | GIPS, Global Investment Performance Standards, overlays

Many firms avail themselves of currency overlays, as well as other overlay strategies, which often involve forwards or other derivatives, where there actually are no assets technically “under management.” Does this mean that these firms cannot claim...

Performance measurement and the 90 percentile man

by admin | Jun 30, 2009 | GIPS, overlays, software

When I was in grad school in the mid ’70s I had a few courses that dealt with ergonomics (the man-machine interface or connection). We learned how much of what we see and use, from chairs, to doors, to bathtubs, and even toilets, are designed for the “90...
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