by David Spaulding | Jul 28, 2015 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy, performance examinations
Neminem id agere ut ex alterius praedetur inscitia [No one should prey on another’s ignorance] No, I’m not showing off my knowledge of Latin (although learning it should be added to my “bucket list”). This line comes from the 16th century...
by David Spaulding | Jul 23, 2015 | Documentation, Investment Performance Guy
The Internet today provides us with many opportunities to find examples of just about anything we may be looking for, including performance documentation. But, just because it’s published on the Internet, and just because it comes from a well known firm,...
by TSG | Jul 21, 2015 | cash flows, Performance Perspectives Newsletter
VOLUME 12 – ISSUE 9 July 2015 Download PDF...
by David Spaulding | Jul 17, 2015 | Investment Performance Guy
There are a lot of benefits to spending time in the military, and one that’s not often thought of is the requirement to learn the phonetic alphabet. What’s the phonetic alphabet? The phonetic alphabet is essentially reciting the alphabet with words rather...
by David Spaulding | Jul 15, 2015 | cash flow timing, cash flows, Investment Performance Guy, performance measurement
Mixed Treatment of Cash Flows Today marks the third day of our three-part installment on handling cash flows. The first part saw us treat cash flows as end-of-day events and the second had flows as start-of-day events. To quickly summarize the challenges with both,...