by David Spaulding | Nov 22, 2016 | performance measurement
The idea of combining risk and returns isn’t new, but it’s definitely picking up some speed. Of late, I’ve spoken at a couple events on this subject, it’s been a frequent topic of TSG’s Performance Measurement Forum and Performance...
by TSG | Nov 21, 2016 | GIPS, internal rate of return, IRR, Performance Perspectives Newsletter, rates of return
VOLUME 14 – ISSUE 3 November 2016 Download PDF...
by David Spaulding | Nov 18, 2016 | Investment Performance Guy, investment consultants
On the CIPM(R) group of LinkedIn I saw the following question posed: “Has anyone heard of GIPS being implemented for Investment Consulting firms? I.e., can investment consultants claim compliance with GIPS? Someone offered the following response:...
by David Spaulding | Nov 15, 2016 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
So, you’re thinking of acquiring another asset manager; or, perhaps to merge with one. The other firm claims compliance with the Global Investment Performance Standards (GIPS®). Do you think it’s worthwhile to have someone “double-check” their...
by David Spaulding | Nov 11, 2016 | SEC, GIPS, Investment Performance Guy, Securities & Exchange Commission
F-Squared Enforcement by the Securities & Exchange Commission Perhaps you’ve never heard of F-Squared. The only reason I knew the name was because a few years ago, we were asked by a new advisor to help them become GIPS® compliant. They were going to use...