Performance Perspectives Blog

Two things I learned at PMAR XI that I’m not happy about…

by | May 22, 2013

I recently shared some details about this year’s PMAR XI. I touched on a fraction of our speakers and topics. Today, I want to candidly share with you two things I didn’t like.

First, we learned that there will not be a GIPS 2015. I previously mentioned that I had heard a rumor to this effect, it was confirmed. I am very disappointed, as I firmly believe that a new edition is warranted and necessary.

Second, we learned that the reporting standards we’ve been hearing about these past couple years would soon be available on the CFA Institute’s website.  Well, a colleague pointed out the location, so you can have a look yourself. They’re titled Principles for Investment Reporting (first edition).

You’ll quickly discover that it isn’t a draft, as we’ve come to expect; rather, it’s a final version. If you’re like me, you’ll have thoughts and opinions about this document. Please feel free to send them to me. I’ll share them in our newsletter (just let me know if I can use your name).

In addition, we would like to hear whether you think there is a need for a GIPS 2015 edition. We will soon launch a short poll for you to express your opinion; we’ll share these results in our newsletter.

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