by admin | May 31, 2012 | Investment Performance Guy, News
TSG’s latest book, TSG’s Guide to the Performance Presentation Standards (Spaulding, Simpson & Schneider) includes 10 steps for firms to achieve compliance with GIPS(R) (Global Investment Performance Standards). I thought I’d share them with...
by admin | May 30, 2012 | GIPS, Global Investment Performance Standards
When you hear the same question multiple times in a short period, chances are it’s a fairly common one, so I’ll respond. The question: Can a GIPS(R) (Global Investment Performance Standards) compliant firm show two (or more) benchmarks in a GIPS...
by admin | May 29, 2012 | attribution
At last week’s North America Performance Measurement, Attribution & Risk (PMAR) conference, I provided an update on research I’m doing on holdings vs. transaction based attribution. Many investment professionals are aware that the holdings based...
by admin | May 28, 2012 | Investment Performance Guy, News
Kind of odd, I think, to wish someone a “Happy Memorial Day,” since the day’s real purpose is to honor those American military men and women who “paid the ultimate sacrifice,” by dying for their country in battle, to protect our freedom....
by admin | May 25, 2012 | Investment Performance Guy, News
Earlier this week we announced a new standard which TSG and BrightScope are working on: the Universal Advisor Performance Standards or UAPS. At this week’s North America Performance Measurement, Attribution & Risk (PMAR) conference in Philadelphia, a...
