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Home» GIPS verification

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

Posted by David Spaulding - November 6, 2018 - GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy, 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, we hope to have […]

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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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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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GIPS verifiers, why the handcuffs?

Posted by David Spaulding - January 17, 2018 - GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy

We’ve recently learned that some GIPS(R) verifiers have both their clients and employees in handcuffs. And, to this we have a simple question: why? Handcuffing GIPS verification clients A number of  firms have expressed interest in switching their verifications to The Spaulding Group.  There are several reasons for this, including: We only use senior level […]

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

Posted by David Spaulding - September 12, 2017 - GIPS, GIPS 20/20, GIPS verification, Global Investment Performance Standards, guidance statement, Guidance Statement on Verifier Independence, Investment Performance Guy, 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 other work they may be doing with the client. To help foster the idea of independence, as well as […]

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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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Is your verifier requiring you to sign a restrictive contract?

Posted by David Spaulding - May 26, 2017 - GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy, verifier

One thing I’ve always wondered about: why do some verifiers force their clients to sign contracts that restrict them from leaving? We have clients who had to delay coming on board because they were trapped in such contracts that made it difficult to switch. In one case, we offered special payment terms because they had already paid the […]

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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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Not GIPS compliant? How about a non-GIPS verification?

Posted by David Spaulding - May 12, 2017 - GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy, Non-GIPS verification

Let’s face it, the Global Investment Performance Standards (GIPS(R)) are extremely popular, and thousands of asset managers throughout the world have adopted them. And, most of these firms get annual GIPS verifications. Both compliance and verifications are de facto requirements for many, especially in the institutional space. However, not all managers are able to comply, and in […]

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