Shouldn't GIPS® 20/20 have its own logo? That thought occurred to us a couple of months back. In fact, I sent a note to the CFA Institute suggesting it. However, I suspect they're probably a tad too busy to be worrying about a logo. And so, we decided to design one....
Performance Perspectives Blog
Thoughts on performance measurement from David Spaulding and other members of our team.
Shouldn’t GIPS 20/20 have a logo?
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Is your GIPS transparency too revealing?
Erring on the side of transparency In a recent Wall Street Journal editorial ("A Scarlet Title IX Letter," May 8, 2018), the writer spoke of the potential requirement that universities reveal the names of students, past and present, who have "been found...
A Dozen PMAR Secrets Revealed
A thought occurred to me while I was driving to Bethesda, Maryland today (I will be doing a GIPS® verification here tomorrow). Chances are, most performance measurement professionals, even those who've attended one or more PMAR (Performance Measurement...
PMAR is the best performance measurement conference, says who? Well, just read some of the comments from attendees and speakers!
It's not difficult for a performance measurement conference promoter to claim their conference is the best. TSG has, for many years, claimed that its PMAR (Performance Measurement, Attribution & Risk) conferences are the best. In a recent blog post I...
Some thoughts on GIPS Policies & Procedures
I never had any ambition to write. In fact, I had little interest in studying English, grammar, or any of its related topics. I was always a "math guy," and had somehow concluded (falsely, as it turns out) that you can either be good at math or English, but not...
Simplify GIPS Compliance
Looking for ways to simplify GIPS compliance Let's face it: complying with the Global Investment Performance Standards (GIPS®) can be a challenge. And so, why not look for ways to simplify the process? Here are a few ideas you may find of interest. Get off of...
Incorporating mutual funds into a GIPS composite
Things to know about incorporating mutual funds into a GIPS composite Many asset managers who are seeking compliance with the Global Investment Performance Standards (GIPS®) want to include mutual funds. While this is fairly easy to do, there are a few things...
Dare to compare performance measurement conferences
When it comes to choosing a performance & risk measurement conference, you have choices. Everyone claims that their event is the best. We are no different, but we can back it up. While most performance conferences abandoned the practice of giving attendees...
GIPS compliant? What to do about those high market index costs?
TSG has been at the forefront in providing education, information, and research, as well as fostering interaction regarding the high market index costs many firms and institutions are experiencing. We've moderated panel discussions, participated in and...
Accruing advisory fees: does it make sense?
I recently sent a suggestion into the GIPS(R) (Global Investment Performance Standards) Help Desk, suggesting that they introduce a recommendation, if not an outright ban, on firms deducting the annual fee from the annual gross-of-fee return, to arrive at their...