by admin | Apr 23, 2010 | GIPS, Global Investment Performance Standards
I just got a call from a verification client who said that a prospect has asked to see monthly returns; he asked if he can provide them a GIPS(R) presentation just with the monthly returns rather than annual? You can have monthly returns in your presentation but must...
by admin | Apr 22, 2010 | CIPM
We’ve launched a new blog: CIPM Exam Tips & Tricks. It’s based, to some degree, on our popular training programs and is managed by my colleague, John Simpson, CIPM. The site goes into detail on a number of important aspects of the examination and will...
by admin | Apr 22, 2010 | GIPS, Global Investment Performance Standards
A client who complies with the Global Investment Performance Standards (GIPS(R)) mentioned that they have two composites which are so close that they’d like to combine them and then terminate the old composites; can they? A firm can always create new composites,...
by admin | Apr 21, 2010 | GIPS, Global Investment Performance Standards, money-weighting, time-weighting
We have a new client who wanted us to do a “non-GIPS(R) verification” of a composite. We do this type of work for clients who aren’t able (or choose not) to comply with the Global Investment Performance Standards. We typically begin by understanding...
by admin | Apr 21, 2010 | Investment Performance Guy, News
Please allow me to vent a bit more regarding the SEC / Goldman Sachs news. In an editorial in yesterday’s Wall Street Journal we learned that last Friday, when the SEC announced its lawsuit alleging fraud by Goldman Sachs, they announced the publication of an...
