Performance Perspectives Blog

An invitation to see sample policies and procedures

by | May 8, 2010

I just posted this on Linkedin and so want to extend this invite to my blog readers, too.

Many firms struggle with their Global Investment Performance Standards (GIPS(R)) policies and procedures; and even for those who feel theirs are pretty good, there is always an opportunity for improvement.

Here’s an invitation: if you send me a copy of your policies and procedures (either PDF or Word format), I’ll include it with those of others who respond, and then send all participants a complete collection. I advise you to remove your firm’s identity from you materials before sending it to me as I will not do any editing (you’re free, of course, to include your firm’s identity in the materials).

If you wish to participate, please send it to DSpaulding@SpauldingGrp.com by May 31. Only those who participate will receive the complete set.

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