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...
by David Spaulding | Oct 10, 2016 | performance measurement, Investment Performance Guy
Ranking financial advisers … skip their actual performance Many individuals and institutions rely on the help of financial advisers to assist them in making investment decisions. They go by a variety of names (and spellings), including registered reps,...
by David Spaulding | Oct 4, 2016 | performance measurement
GIPS Asset Owner Guidance Statement is being revised! The GIPS® Asset Owner Guidance Statement is being revised. A draft was distributed a few weeks ago, and firms have until October 29 (or, if you prefer, 29 October) to respond with their thoughts. We decided to host...
by David Spaulding | Sep 14, 2016 | performance measurement, Investment Performance Guy
Some background on the derivation of this fundamental rule of contribution (absolute attribution) I think it’s worth providing some background into how this fundamental rule for contribution came about. I’ve been working with a client on their...
by David Spaulding | Aug 10, 2016 | performance measurement, cash flows, Investment Performance Guy
The Global Investment Performance Standards (GIPS(R)) has evolved over the past several years. And some of these changes have been in regards to how to calculate rates of return. Today, revaluing for large cash flows is the minimum GIPS requirement. The reason:...
