by admin | Jul 25, 2011 | examinations, GIPS, Global Investment Performance Standards, verification
In preparing for today’s webinar on GIPS(R) (Global Investment Performance Standards) Performance Examinations, I constructed, what I believe to be, the first graphical depiction of the confusing history of verification:A brief explanation is in order:First, we...
by admin | Jul 18, 2011 | examinations, GIPS, Global Investment Performance Standards, verification
This past week saw a few articles appear dealing with test taking. The WSJ reported on teachers who cheat for their students, so that the students’ scores on standardized tests are higher, presumably so that the teachers can qualify for monetary benefits (or...
by admin | Jul 15, 2011 | GIPS, Global Investment Performance Standards, verification
We have been in discussions with a firm that doesn’t claim compliance with GIPS(R) (Global Investment Performance Standards), but still wants their returns “verified.” They wanted to know what they need and what their options are.The introduction of...
by admin | Jul 11, 2011 | GIPS, Global Investment Performance Standards, verification
A firm we consulted to a few years ago responded to one of our marketing pieces about verification, wondering if they should make the investment to undergo this exercise. They have claimed compliance with the Global Investment Performance Standards (GIPS(R)) for some...
by admin | Jul 7, 2011 | examinations, GIPS, Global Investment Performance Standards, verification
There is little doubt in my mind that if Bernie Madoff were to be given a copy of the proposed changes to the Guidance Statement on Performance Examinations he would pat himself on the back, and be quite proud that his nefarious actions have extended so far.At the...
by admin | Mar 7, 2011 | animation, GIPS, Global Investment Performance Standards, verification
We decided to create an animation for our GIPS(R) (Global Investment Performance Standards) verification clients, to prepare them for the actual verification. We thought it would be helpful, and thought you might find it of interest, too.It also demonstrates how these...
