by admin | Aug 26, 2010 | CIPM expert, composite asset, firm assets, GIPS
Recently I received a question from one of our verification clients regarding what I call “in transition” assets – basically accounts that are in the process of moving from one category to another with respect to the firm’s GIPS compliant...
by admin | Aug 24, 2010 | GIPS, Global Investment Performance Standards
I don’t know about you, but I was a bit confused by the GIPS(R) (Global Investment Performance Standards) requirement that compliant firms must disclose that additional information regarding policies to calculate and report returns is available upon request (see...
by admin | Aug 23, 2010 | Investment Performance Guy, News
The above quote comes from Nassim Taleb’s Fooled by Randomness, which I started to read over the weekend while vacationing at the Jersey Shore (light reading). I’m finding that the book, as with his later Black Swans, has many interesting insights. But...
by admin | Aug 19, 2010 | Investment Performance Guy, News
I want to thank William McKibbin for introducing me to a new word: parallax. He used it in a response to one of my recent posts and I must admit that I was forced to look up its meaning, because it was new to me. Dr. McKibbin has a blog which I frequently visit, and...
by admin | Aug 18, 2010 | GIPS, Global Investment Performance Standards
I received an interesting question from a Linkedin mate today regarding the Global Investment Performance Standards (GIPS(R)) and the impact that our friend Bernie Madoff may have had: I was just curious about this and I figured you would be a good person to ask, With...
