by admin | Sep 29, 2010 | GIPS, Global Investment Performance Standards
I learned that some folks feel that there’s a perception in the industry that GIPS(R) (Global Investment Performance Standards) only applies to institutional managers, and that retail need not apply. I found this somewhat fascinating, bewildering, surprising,...
by admin | Sep 28, 2010 | Investment Performance Guy, News
Classics in Investment Performance Measurement (The Spaulding Series), the book that Jim Tzitzouris and I edited, has been reviewed by Jerry Tempelman, CFA. Jerry’s review appears in the current issue of the Financial Analysts Journal.We are obviously quite...
by admin | Sep 27, 2010 | GIPS, Global Investment Performance Standards
This week sees the GIPS(R) (Global Investment Performance Standards) Executive Committee (EC) meeting in one of my favorite cities: San Francisco. In addition, the USIPC (United States Investment Performance Committee) will hold its annual “in-person”...
by admin | Sep 24, 2010 | GIPS, Global Investment Performance Standards
When it’s an “administrative composite.” I just commented on a response to someone who commented on yesterday’s post, regarding “catch-all” composites. Many firms utilize “administrative” composites to keep track of...
by admin | Sep 23, 2010 | GIPS, Global Investment Performance Standards
In 1993, while attending a conference on the AIMR-PPS(R) standards, a speaker made the statement that virtually all compliant firms would have “turkey composites.” I was a bit dumbfounded by this, because at the time I didn’t know what a...
