by admin | Oct 18, 2012 | Investment Performance Guy, News
If truth be told (and I am about to tell it), I do not know how common this practice is, but we have become aware of cases where GIPS(R) (Global Investment Performance Standards) verifiers require their clients to sign multi-year contracts. E.g., they will perform the...
by admin | Oct 16, 2012 | Investment Performance Guy, News
It came to my attention yesterday that a new GIPS(R) (Global Investment Performance Standards) rule is being introduced into the GIPS Handbook regarding the treatment of significant cash flows (SCF): compliant firms will no longer be able to use the “number of...
by admin | Oct 15, 2012 | Investment Performance Guy, News
This was just released by TSG:
by admin | Oct 15, 2012 | Investment Performance Guy, News
The weekend WSJ often provides fodder for this blog, though this is the first that I recall it came from Peggy Noonan. Her assessment of Thursday’s Vice Presidential debate (“Confusing Strength With Aggression”) in this past weekend’s edition...
by admin | Oct 11, 2012 | Investment Performance Guy, News
I am preparing to meet with a hedge fund client who wants to comply with GIPS(R) (Global Investment Performance Standards). As part of this preparation I am revisiting the recently published Guidance Statement on Alternative Investment Strategies and Structures. This...
by admin | Oct 10, 2012 | Investment Performance Guy, News
A software vendor client of ours described a situation involving one of their clients. Until a certain date, the portfolio’s return was in US Dollars (USD). After that date, it was in Japanese Yen (JPY). The question: can we link these periodic returns?My...
