In this personal account, the author allows us to peak inside the verification process as his prior firm experienced it. From interpreting the Association for Investment Management & Research- Performance Presentation Standards (AIMR-PPS) and Global Investment Presentation Standards (GIPS), to tackling the industry's definition of "composite," he relates the fits and starts of the process with entertainingly good humor.
Firm-wide Verification: A Case History
Charles Payne, AMP/ Henderson Investors