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Home» GIPS standards

What’s not missing from PMAR XVII (aka, PMAR 2019)

Posted by David Spaulding - December 11, 2018 - Attribution & Risk, GIPS, GIPS 20/20, GIPS 2020, GIPS standards, Global Investment Performance Standards, Investment Performance Guy, Performance measurement conference, PMAR

PMAR 2019 Agenda Draws a Singular Question We recently published the agenda for our upcoming PMAR (Performance Measurement, Attribution & Risk) North America conference, and have been asked the same question by several colleagues: “Why isn’t there a GIPS® 2020 session?”  Well, before I answer that, I’ll make a slight correction to what I just […]

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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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Opining on the sacred benchmark criteria

Posted by David Spaulding - February 1, 2018 - benchmarks, GIPS, GIPS standards, Global Investment Performance Standards, Investment Performance Guy

With this post, I feel that I am risking a charge of blasphemy, as I dare to take on what appears to be something sacred: The benchmark criteria. What criteria? You know, those seven (now eight) items that the CFA Institute has championed for quite some time. They’re addressed in both the CFA and CIPM […]

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A “down under” lesson about GIPS®

Posted by David Spaulding - October 24, 2017 - GIPS, GIPS 20/20, GIPS standards, GIPS verification, Global Investment Performance Standards, Investment Performance Guy, superannuation fund

I’m in Sydney, Australia this week, where I spoke at the annual iPARM conference, and tomorrow will host, for the first time, a workshop titled Performance Measurement Trivia & Oddities. We will shortly put this on as a full day webinar (November 28), but that’s another story … This post is about Australia (and arguably […]

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What you don’t know about the planned changes to GIPS might hurt/surprise you!

Posted by David Spaulding - September 7, 2017 - GIPS, GIPS 20/20, GIPS standards, GIPS verification, Global Investment Performance Standards, Investment Performance Guy

Announcing our “Keeping Up w/GIPS(r) Webinar” A lot is happening with the Global Investment Performance Standards (GIPS). So much so, that it might be a tad overwhelming. You might be tempted to just ignore some of it, thinking “does it really matter?” Well, I can fully understand WHY you might think this, but trust me: […]

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The GIPS verification field just got a bit smaller: congratulations to ACA

Posted by David Spaulding - May 17, 2017 - GIPS, GIPS standards, GIPS verification, Global Investment Performance Standards, Investment Performance Guy

ACA acquiring Ashland’s GIPS verification practice In case you haven’t heard, ACA Compliance Group has announced that they are acquiring Ashland Partners’ GIPS Verification and performance practice. We congratulate ACA for this major achievement. From our estimates, Ashland was the #1 provider of verification services while ACA had been #2: obviously, the combination now makes […]

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Spreadsheets for performance: caution!

Posted by David Spaulding - February 27, 2017 - GIPS, GIPS standards, Investment Performance Guy, performance calculations, performance measurement, rate of return

Spreadsheets are powerful tools. In business, they’ve become indispensable. But, they come with huge risks. Let’s briefly touch on a few. Systems on spreadsheets … not usually a good idea Around 30 years ago I took over responsibility for a NYC-based asset manager’s systems. Portfolio accounting systems back then were very basic. The one we had […]

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Draft revisions to the GIPS Asset Owner Guidance Statement Planned

Posted by David Spaulding - September 8, 2016 - GIPS, GIPS standards, guidance statement, Investment Performance Guy

This post, on the proposed changes to the GIPS Asset Owner Guidance Statement, was done by a guest blogger: John D. Simpson, CIPM. Last month, the GIPS® Technical Committee issued a proposed revised Guidance Statement on the Application of the GIPS Standards to Asset Owners for public comment.  This post covers the highlights of this revised […]

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Is it time to replace “discretionary” with “representative” for the GIPS Standards?

Posted by David Spaulding - August 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 fee actual, fee paying, discretionary accounts” having to be included in at least […]

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