I never had any ambition to write. In fact, I had little interest in studying English, grammar, or any of its related topics. I was always a “math guy,” and had somehow concluded (falsely, as it turns out) that you can either be good at math or English, but not both. However, upon graduating from […]
Read MoreI am really thrilled to announce the winners of The Spaulding Group’s GIPS Policies and Procedures Contest. GIPS®, the Global Investment Performance Standards, requires compliant firms to have written policies and procedures. And preparing these P&P is often one of the most challenging aspects of achieving and maintaining compliance. We thought it would be fun […]
Read MoreWhen it comes to crafting your GIPS(R) Policies & Procedures, one of the first things you need to settle on is what your STYLE will be. Recall that GIPS (Global Investment Performance Standards) requires written policies & procedures. This task is often felt to be one of the most difficult aspects of compliance. Last year, […]
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