by David Spaulding | Oct 14, 2016 | GIPS, GIPS compliance, Global Investment Performance Standards, Investment Performance Guy
GIPS Survey Time The GIPS(R) Executive Committee has posted a survey here, and they’d like your input. The survey will only take you a few minutes. One question they ask is what changes you’d make to the Standards. I offered three: Change the composite...
by David Spaulding | Oct 10, 2016 | performance measurement, Investment Performance Guy
Ranking financial advisers … skip their actual performance Many individuals and institutions rely on the help of financial advisers to assist them in making investment decisions. They go by a variety of names (and spellings), including registered reps, wealth...
by David Spaulding | Oct 4, 2016 | performance measurement
GIPS Asset Owner Guidance Statement is being revised! The GIPS® Asset Owner Guidance Statement is being revised. A draft was distributed a few weeks ago, and firms have until October 29 (or, if you prefer, 29 October) to respond with their thoughts. We decided to host...
by David Spaulding | Sep 20, 2016 | Investment Performance Guy, CIPM, Returns, risk
Integrating risk and return Last week I moderated a panel on integrating risk and return at the Rimes User Conference in New York City. Rimes was celebrating their 20th anniversary, and did so in a grand fashion. Panel members were Sean Murray (Bisam), Steve...
by David Spaulding | Sep 14, 2016 | performance measurement, Investment Performance Guy
Some background on the derivation of this fundamental rule of contribution (absolute attribution) I think it’s worth providing some background into how this fundamental rule for contribution came about. I’ve been working with a client on their...