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 12, 2017 | pooled funds, GIPS, Global Investment Performance Standards, Investment Performance Guy, mutual funds
In September 2013, those of us who attended the annual GIPS(R) conference were provided with some rather scary news: that managers with pooled funds (e.g., mutual funds) would be required to provide all prospective fund shareholders with the composite...
