Is it time to start something new in 2019? Perhaps a switch to Spaulding Verification Services!

  At the end a recent GIPS® 2020 webinar, I included a slide like the one above. It was, in a sense, a “word from your sponsor.” This is the time of year when many firms begin to think about their next year’s verification. Before you get too far down that path,...

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

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...

Overcoming the fear of GIPS compliance

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...

What’s happening with the GIPS Guidance Statement on Verifier Independence?

The Global Investment Performance Standards (GIPS(R)) expects an asset manager or owner’s verifier to be independent, meaning that their assessment of the firm/organization must be objective, and not influenced by any other relationships or associations, or...

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