by TSG | Aug 21, 2015 | discretion, Performance Perspectives Newsletter
VOLUME 12 – ISSUE 10 August 2015 Download PDF...
by David Spaulding | Aug 12, 2015 | discretion, GIPS, GIPS standards, Global Investment Performance Standards, Investment Performance Guy, performance measurement
Let’s face it, there’s a lot about the Global Investment Performance Standards (GIPS(R)) that can be confusing, and much is owed to some of the terminology that’s used. This post will only focus on one of those terms: discretionary, as in “all...
by admin | May 15, 2012 | discretion, GIPS, Global Investment Performance Standards, nondiscretion
Recall that GIPS(R) (Global Investment Performance Standards) has a fundamental rule that states “all actual, fee paying, discretionary portfolios must be included in at least one composite.” Much of this is pretty simple:”actual”: a real...
by TSG | Jul 15, 2007 | discretion, GIPS, Performance Perspectives Newsletter
VOLUME 4 – ISSUE 11 July 2007 Download PDF...
