by John D. Simpson, CIPM | Feb 18, 2015 | CIPM Exam Tips & Tricks
Occasionally when I am doing GIPS verifications, I come across situations where a firm has a fixed-life, fixed-commitment investment vehicle that they want to present performance for in compliance with the GIPS standards. Because the firm controls the external cash...
by John D. Simpson, CIPM | Feb 3, 2015 | CIPM Exam Tips & Tricks
What’s new with the GIPS standards? CIPM Candidates should tune in to a webinar we’re hosting on February 5 @ 11:00 AM EST: What’s New With the GIPS Standards? While this webinar will not focus the CIPM Program, GIPS is, of course a significant part of the curriculum,...
by John D. Simpson, CIPM | Aug 26, 2014 | CIPM Exam Tips & Tricks
In a previous post I introduced two forms of the differential return equation that are included in the CIPM curriculum at the Principles Level: differential return using standard deviation differential return using beta If it seems that the differential return formula...
by John D. Simpson, CIPM | Aug 12, 2014 | CIPM Exam Tips & Tricks
Differential return is a risk-adjusted performance measure that many CIPM candidates have not see before, and as a result, I get a lot of questions asking what exactly is the differential return… what does it mean and how should it be interpreted. Thus, I have...
by John D. Simpson, CIPM | Aug 6, 2014 | CIPM Exam Tips & Tricks
It’s that time of year again… the Autumn window for the CIPM Program is well underway, and examinations will be coming up soon in October! Just a reminder – I will be teaching our CIPM Principles Level and Expert Level Preparatory classes in Chicago...