by David Spaulding | May 21, 2015 | GIPS, GIPS Annual Registration, GIPS standards, Global Investment Performance Standards, Investment Performance Guy, performance measurement
Firms that claim compliance with the Global Investment Performance Standards (GIPS®) are now required to register with the CFA Institute on an annual basis. We’ve touched on this new requirement in both this blog and our newsletter, and had a webinar conducted...
by TSG | May 21, 2015 | gap in performance, Performance Perspectives Newsletter, Returns
VOLUME 12 – ISSUE 8 May/June 2015 Download PDF...
by David Spaulding | May 19, 2015 | arithmetic linking, geometric linking, Investment Performance Guy, performance measurement
I’ve opined on the subject of linking across gaps in the past. Recently, I’ve had discussions with a client who wants to be able to link the returns of securities, which were held at various times during a period. I think this is okay, as it would show...
by David Spaulding | May 7, 2015 | GIPS, GIPS compliance, Global Investment Performance Standards, Investment Performance Guy
Once a firm has achieved compliance with the Global Investment Performance Standards (GIPS®), they are faced with the challenge of maintaining GIPS compliance. What do we mean by that? Well, such things as: Keeping up with the Standards (being aware of changes, the...