Firms that claim compliance with the Global Investment Performance Standards (GIPS®) are now required to register with the CFA Institute on an annual basis. We've touched on this new requirement in both this blog and our newsletter, and had a webinar conducted...
Performance Perspectives Blog
Thoughts on performance measurement from David Spaulding and other members of our team.
GIPS Annual Registration … a webinar to help you do it correctly
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Linking across gaps: how best to do it
I've opined on the subject of linking across gaps in the past. Recently, I've had discussions with a client who wants to be able to link the returns of securities, which were held at various times during a period. I think this is okay, as it would show the...
Maintaining GIPS Compliance: with or without a GIPS committee?
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,...
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...