by TSG | Dec 4, 2023 | performance measurement
The 27th Annual GIPS® Standards Conference was held October 17-18 in Chicago. TSG was there and found the conference enjoyable (it was great seeing everyone) and educational. Over the next few weeks, we will share some key takeaways from the conference, starting...
by TSG | Dec 4, 2023 | performance measurement
SEC Marketing Rule — Lessons Learned The financial landscape is constantly evolving, and so are the regulations governing it. One such significant development is the SEC Marketing Rule, a set of guidelines investment firms must adhere to when presenting performance...
by David Spaulding | Oct 13, 2023 | Investment Performance Guy, performance measurement
There was a time when we saw new GIPS® guidance statements introduced on a pretty frequent basis; so much so, many of us were overwhelmed by them.Well, a new one was just introduced that addresses Outsourced Chief Investment Officers, or OCIOs. If your firm or...
by David Spaulding | Oct 10, 2023 | Investment Performance Guy, performance measurement
Thirty-Plus years ago, when the Association for Investment Management & Research (AIMR) launched its Performance Presentation Standards (AIMR-PPS®), the United States Securities & Exchange Commission (SEC) showed support, but never formally endorsed it. Now...
by TSG | Apr 17, 2023 | GIPS, GIPS transparency, Global Investment Performance Standards, Investment Performance Guy, performance measurement, pooled funds
The Global Investment Performance Standards (GIPS®) are a set of guidelines created to help firms calculate and report investment performance to their clients. Compliance with the GIPS standards is voluntary but is considered a best practice for firms looking to...
by David Spaulding | Apr 29, 2022 | performance measurement
One of the challenges with market indices is they do not include transaction costs; and this has always been seen as a disadvantage for portfolio managers, whose trades typically come with such costs. And despite the fact that these charges have reduced significantly...
