by admin | Feb 9, 2012 | GIPS, Global Investment Performance Standards, Reporting
The GIPS(R) Standards (Global Investment Performance Standards) require compliant firms to make every reasonable effort to provide prospects with a compliant presentation (¶ I.0.A.9); actually, not just any presentation, but the one(s) that aligns with the...
by admin | Oct 7, 2009 | IRR, Modified Dietz, money-weighting, Reporting
Many firms like to group a client’s accounts together, to provide a consolidated report that presents the client with the “overall picture” of what they hold. This is commonly done in the brokerage arena, as well as by others. So, how does one...
by admin | Jun 18, 2009 | attribution, money-weighting, Reporting, time-weighting
One area that often comes up in discussions is client reporting. There are no standards on this topic, although some guidance has been offered.Reporting is made complex for a few reasons. First, at times the client dictates what they want, in which case the...
