by John D. Simpson, CIPM | Mar 29, 2016 | CIPM Exam Tips & Tricks
We had our March Performance Measurement Think Tank call earlier this week, and as usual, it was a good session of questions and polls. What did we cover? Discussion topics/questions included: Do GIPS requirements extend to third-party performance preparers? Is there...
by John D. Simpson, CIPM | Mar 28, 2016 | performance measurement, CIPM Exam Tips & Tricks
Back in November, I spoke on GIPS and hedge funds at a conference hosted by Rimes. I was reminded the other day that I planned to share this video snippet here, but hadn’t gotten around to sharing the post. But, the topic is still quite relevant, so, here it...
by David Spaulding | Mar 21, 2016 | cash flows, GIPS, significant cash flows
The Global Investment Performance Standards (GIPS(R)) has certain rules regarding significant and large cash flows. Because the words, “significant” and “large” can be considered synonymous, confusion often results. This post will touch...