by admin | Oct 22, 2010 | GIPS, Global Investment Performance Standards
In addition to doing GIPS(R) (Global Investment Performance Standards) verifications, we also conduct “non-GIPS” verifications, for firms or individuals who can’t comply with the Standards, but still want their numbers reviewed. And occasionally we...
by admin | Oct 19, 2010 | GIPS, Global Investment Performance Standards
We have had a few clients raise questions of late regarding how UMAs fit within GIPS® (Global Investment Performance Standards). The two major questions: (1) Are these accounts to be included in composites? (2) Are they included in firm assets? “UMA”...
by admin | Oct 14, 2010 | money-weighting, time-weighting
During our Fundamentals of Investment Performance class, when we get to the discussion of time- versus money-weighting, a question arises as to why firms continue to exclusively employ time-weighting, when it’s quite clear that there’s a major role for...
by admin | Oct 13, 2010 | GIPS, Global Investment Performance Standards
A client recently asked us a question regarding GIPS(R) (Global Investment Performance Standards) which we have heard in the past, and so I decided to post it here and offer a response. Should the dispersion which is shown on a GIPS presentation be based on net or...
by admin | Oct 12, 2010 | GIPS, Global Investment Performance Standards
There are three proposed revisions to GIPS(R) (Global Investment Performance Standards) guidance statements that you may want to comment on: Private equity Real estate Verification. Since compliant firms are obligated to comply with the guidance statements, it’s...