by David Spaulding | Feb 9, 2017 | GIPS supplemental information, GIPS, Global Investment Performance Standards, guidance statement, Investment Performance Guy, performance measurement
I finally got around to writing up my comments to the draft guidance on supplemental information for GIPS(R) (Global Investment Performance Standards). Since the idea of supplemental information pertains to just about all firms that claim compliance with the...
by David Spaulding | Feb 1, 2017 | performance measurement, GIPS, Global Investment Performance Standards, Investment Performance Guy, performance attribution, rate of return, rates of return, Returns, risk, risk measurement
Hidden Figures: the movie My wife and I recently saw the movie “Hidden Figures,” which is about the contributions that three black women made to the U.S. space program, starting in the early 1960s. It takes place in Virginia, which at that time was still a...
by David Spaulding | Nov 22, 2016 | performance measurement
The idea of combining risk and returns isn’t new, but it’s definitely picking up some speed. Of late, I’ve spoken at a couple events on this subject, it’s been a frequent topic of TSG’s Performance Measurement Forum and Performance...
by David Spaulding | Oct 26, 2016 | time-weighted, BAI, Bank Administration Institute, Investment Performance Guy, performance measurement, time-weighted return, time-weighting
Why is it called time-weighted returns? Before I answer this question, it might help to explain where the terms “time-weighting” and “time-weighted” come from. It’s not what you may think. No, Peter Dietz, who gave us the “Original...
by David Spaulding | Oct 24, 2016 | GIPS, Global Investment Performance Standards, Investment Performance Guy, performance measurement
GIPS Webinar / Workshop: December 15, 2016 I’m really excited to announce TSG will host a GIPS® webinar on December 15, 2016. It’s going to be an all-day workshop, starting at 10 AM (US) EST. My friends and colleagues, Herb Chain, CPA (formerly of D&T)...
by TSG | Oct 21, 2016 | GIPS, performance measurement, Performance Perspectives Newsletter, rates of return
VOLUME 14 – ISSUE 2 October 2016 Download PDF...
