by David Spaulding | May 26, 2017 | verifier, GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
One thing I’ve always wondered about: why do some verifiers force their clients to sign contracts that restrict them from leaving? We have clients who had to delay coming on board because they were trapped in such contracts that made it difficult to switch. In...
by David Spaulding | May 25, 2017 | asset owners, GIPS, Global Investment Performance Standards, internal rate of return, Investment Performance Guy, IRR, performance measurement, time-weighted return, time-weighting, TWR
The revised GIPS for Asset Owners guidance statement hasn’t yet been finalized, but we can pretty much expect that the time-weighted composite return requirement will remain. At a recent NYSSA (New York Society of Security Analysts) GIPS program, that I had the...
by David Spaulding | May 17, 2017 | GIPS verification, GIPS, GIPS standards, Global Investment Performance Standards, Investment Performance Guy
ACA acquiring Ashland’s GIPS verification practice In case you haven’t heard, ACA Compliance Group has announced that they are acquiring Ashland Partners’ GIPS Verification and performance practice. We congratulate ACA for this major achievement....
by David Spaulding | May 12, 2017 | Non-GIPS verification, GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
Let’s face it, the Global Investment Performance Standards (GIPS(R)) are extremely popular, and thousands of asset managers throughout the world have adopted them. And, most of these firms get annual GIPS verifications. Both compliance and verifications are de...
by David Spaulding | May 2, 2017 | automobile university, Investment Performance Guy
There’s an automobile university near you that’s taking new students! I posted about this idea nearly four years ago, and thought it worthy to do so again. Have you thought about enrolling in automobile university? What do I mean by that? Simply,...
