by admin | Jul 27, 2011 | performance attribution
I was recently introduced to a new word, which if truth be known, I wish I hadn’t. But given that it’s an interesting word, I can see some applicability in our world of performance measurement.Idiopathic means “without a known cause.” My...
by admin | Jul 26, 2011 | examinations, GIPS, Global Investment Performance Standards
Yesterday’s WSJ carried an interesting op-ed piece (“SEC Smackdown”) regarding the U.S. Securities & Exchange Commission’s attempt to alter the way committees are voted on, an idea that was called “unutterably mindless” by the D.C. (District of Columbia)...
by admin | Jul 25, 2011 | examinations, GIPS, Global Investment Performance Standards, verification
In preparing for today’s webinar on GIPS(R) (Global Investment Performance Standards) Performance Examinations, I constructed, what I believe to be, the first graphical depiction of the confusing history of verification:A brief explanation is in order:First, we...
by admin | Jul 22, 2011 | error correction, GIPS, Global Investment Performance Standards
As of January 1, 2010, any firm claiming compliance with the GIPS(R) standards (Global Investment Performance Standards) must have a documented error correction policy. The policy that the firm comes up with should cover all aspects of their compliant presentations,...
by admin | Jul 21, 2011 | Investment Performance Guy, News
The next few months will see me doing a fair amount of public speaking.Next Monday I will host our firm’s monthly webinar, when I’ll discuss at length the subject of GIPS(R) (Global Investment Performance Standards) Performance Examinations.Later that week...
