by admin | Jan 26, 2011 | GIPS, Global Investment Performance Standards, verification
One of our GIPS(R) (Global Investment Performance Standards) verification clients recently mentioned that they may be under pressure to move to quarterly verifications. I found this of great interest, because we, and most other verification firms, recommend annual...
by admin | Mar 16, 2010 | GIPS, Global Investment Performance Standards, verification
How does one go about choosing their GIPS(R) (Global Investment Performance Standards) verifier? There is little guidance provided and it’s very easy to use criteria which is less than ideal. I’ve compiled this list and hope you find it of value (as...
by admin | Jan 28, 2010 | examinations, GIPS, Global Investment Performance Standards, verification
No doubt you recall a time when we wouldn’t tear off those tags on our mattresses, because to do so would violate the law! We were convinced that there was a special agency (the Mattress Police) who, unannounced, would appear at your bedroom door to inspect your...
by admin | Jan 4, 2010 | GIPS, Global Investment Performance Standards, verification
A couple recent and related blog posts have addressed recent suggestions about the Oppenheimer College Fund Fraud investigation. The Money Game actually points to Mish’s site, which is one that I have listed as a blog I periodically visit. As Mish pointed out,...
by admin | Dec 4, 2009 | GIPS, verification
As promised, I commented further on the topic of verification firms avoiding “field work” in our newsletter. A colleague from another verification provider responded with the following: “I was reading your most recent article regarding verifiers who...
by admin | Dec 1, 2009 | GIPS, verification
I’ve mentioned in the past the value I’m seeing in a design book (Measurement, Design and Analysis, by Pedhazur & Schmelkin) I’m reading for a course. The authors reference a book by H. Zeisel (Say it with figures) who “pointed out that,...
