by admin | Dec 20, 2010 | CFA Institute, CIPM, CIPM expert, CIPM Principles, GIPS
Well, I’m not sure if it got harder… but certainly there is quite a bit more content?I am in the process of updating the materials I use to teach TSG’s CIPM Prep Classes (Principles and Expert Levels), and in reviewing the 2011 curriculum, I see that...
by admin | Dec 20, 2010 | GIPS, Global Investment Performance Standards
A client of ours asked us the following: Is their a distinction between being a GIPS® compliant firm and claiming that our performance is GIPS verified? In other words, is the industry standard to have all advertisements and websites GIPS verified if your performance...
by admin | Dec 16, 2010 | Investment Performance Guy, News
In Tuesday’s Wall Street Journal there was an article on heart treatments which have begun to be questioned because of problems that have arisen. It points out that this “reflect[s] a persistent phenomenon in medicine where doctors and patients embrace new...
by admin | Dec 14, 2010 | GIPS, Global Investment Performance Standards
Many firms provide their clients or prospective clients with net-of-fee returns. I happen not to generally like these in a GIPS(R) (Global Investment Performance Standards) presentation, as their value is questionable. If you use actual fees, these fees typically...
by admin | Dec 14, 2010 | Investment Performance Guy, News
We all by now know of Madoff’s illicit activities, which resulted in many victims, the most recent being his older son who took his life last week. But even Bernie can’t compete with the leader of North Korea in reporting HIS performance. Okay, maybe I...