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Home» GIPS compliance

GIPS Composite Presentations: If you’re going to cheat, make sure you pick someone who knows what they’re doing

Posted by David Spaulding - October 9, 2018 - GIPS, GIPS 2020, GIPS compliance, GIPS composite presentation, GIPS verification, Global Investment Performance Standards, Investment Performance Guy

You’ve probably seen this bumper sticker that reads something like “Don’t follow me, I’m lost too.” Well, an analogous idea arises in school, when you look at what a neighboring student answered to an exam question, thinking that they surely got it right. But what if they didn’t? A sure way to get caught cheating […]

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Simplify GIPS Compliance

Posted by David Spaulding - April 12, 2018 - GIPS, GIPS compliance, GIPS standards, Investment Performance Guy, performance measurement

Looking for ways to simplify GIPS compliance Let’s face it: complying with the Global Investment Performance Standards (GIPS®) can be a challenge. And so, why not look for ways to simplify the process? Here are a few ideas you may find of interest. Get off of spreadsheets GIPS compliance requires technology. But too many firms […]

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Overcoming the fear of GIPS compliance

Posted by David Spaulding - February 15, 2018 - GIPS, GIPS 20/20, GIPS compliance, GIPS Planning Session, GIPS standards, GIPS verification, Global Investment Performance Standards, Investment Performance Guy

GIPS compliance brings more than opportunities Since its introduction nearly 20 years ago, the Global Investment Performance Standards (GIPS®) has brought with it much more than greater marketing opportunities, piece of mind, and improved operations. Just its mere mention can invoke fear, angst, nervousness, trepidation, and similar unpleasant responses. I suspect that this is not […]

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Preparatory steps to GIPS Compliance

Posted by David Spaulding - October 17, 2016 - GIPS, GIPS compliance, Global Investment Performance Standards, Investment Performance Guy

Steps to GIPS compliance, if you’re not quite ready to comply We were recently asked the following: “Do you have any recommendations or best practices we should be employing now to provide an easier transition to GIPS® reporting in the future?” I guess we’d call these “preliminary steps to GIPS compliance.” I.e., to help “lay […]

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Did you fill out the GIPS survey, yet?

Posted by David Spaulding - October 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 return from an asset-weighted one to an equal-weighted one. This was […]

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Maintaining GIPS Compliance: with or without a GIPS committee?

Posted by David Spaulding - May 7, 2015 - GIPS, GIPS compliance, Global Investment Performance Standards, Investment Performance Guy

Once a firm has achieved compliance with the Global Investment Performance Standards (GIPS®), they are faced with the challenge of maintaining GIPS compliance. What do we mean by that? Well, such things as: Keeping up with the Standards (being aware of changes, the issuance of new guidance statements and the distribution of new Q&As) Handling new […]

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A little piece on GIPS…

Posted by admin - April 21, 2013 - CIPM, CIPM Exam Tips & Tricks, CIPM Principles, GIPS, GIPS compliance, GIPS verification

Earlier this week, I wrote a guest blog post for STP Investment Services on the What, Why and Who of the GIPS Standards.  Good summary info for CIPM Principles candidates! Read the blog post here!

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GIPS: Supplemental Information vs. Additional Information

Posted by admin - April 10, 2013 - additional information, CIPM, CIPM Exam Tips & Tricks, CIPM expert, GIPS, GIPS additional information, GIPS compliance, GIPS supplemental information, GIPS verification, supplemental information

In the world of GIPS compliance and composite presentations, there is “supplemental information” and there is also “additional information”… but what is the difference? When I explain these concepts to students in The Spaulding Group’s classes or to our verification clients, I tell them it is helpful to think of the following concepts: required information:  […]

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