Once a firm has achieved compliance with the Global Investment Performance Standards (GIPS®), they are faced with the challenge of maintaining GIPS compliance. What do we mean by that? Well, such things as: Keeping up with the Standards (being aware of changes,...
Performance Perspectives Blog
Thoughts on performance measurement from David Spaulding and other members of our team.
Maintaining GIPS Compliance: with or without a GIPS committee?
read more
The Journal of Performance Measurement is Open for Submissions
This is a guest blog post, offered by the editor of The Journal of Performance Measurement®, Douglas Spaulding. The Journal of Performance Measurement is Accepting Article Submissions The Journal of Performance Measurement is currently accepting article submissions on...
Why you need multi-currency attribution (if your portfolios cross currencies)
I'm in Chicago this week for the 65th meeting of the Performance Measurement Forum. On Thursday we'll address the topic of multi-currency attribution, and I'll do a brief presentation on WHY it's necessary for firms that invest across currencies to include at...
Applying philosophical principles to the GIPS Standards
I had two philosophy courses at Temple University in Philadelphia, where I obtained my bachelor's degree: logic (which, as a math major, I was required to take) and an introductory course. Well, that's been more than 40 years ago (I know that's shocking, since...
Investment performance analysis … a webinar that’s worth your time to watch
Seriously, does this lineup look like folks you'd want to buy a used car from? Perhaps not, but it's a group that did share some interesting insights last week regarding investment performance analysis. Investment Performance Analysis Webinar, sponsored by BI-SAM I...
Making your GIPS presentations (and other performance-related materials) readable
Perhaps it's just me, but sometimes I have a difficult time reading the presentations and policies that are given to me to review during a GIPS(R) (Global Investment Performance Standards) verification. The chosen font size is just TOO small. Case in point (and...
GIPS Common Errors #3: Grammar
In a recent blog post I mentioned that I will comment on grammar when I conduct a GIPS® (Global Investment Performance Standards) verification. Let's take a moment and review some of the mistakes I often find. Technically, these aren't GIPS Common Errors, but if we...
GIPS Common Errors #2: Missing the not-so-obvious P&P requirements
Imagine you're making a cake, and that you have the recipe in front of you. You follow the instructions, step-by-step. But, at the end, your cake doesn't taste and/or look right. How come? Well, the baker who came up with the recipe failed to include some of...
Goal based reporting: shouldn’t this be on everyone’s agenda?
Stephen Campisi, CFA, deserves the most credit for championing the concept of "goal based reporting." It's been a common theme in many of his presentations over the past several years, and has garnered much interest. A component of this topic is how returns are...
Webinar this week! Applying GIPS to Asset Owners
In case you didn't know, Beth Kaiser, CFA, CIPM, of the CFA Institute, will host a FREE webinar this week on applying the GIPS to Asset Owners; it's titled "Pension Funds, Sovereign Wealth Funds, Other Asset Owners: How to Apply GIPS Standards." As one who very much...