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    • What Our Clients Say
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      • Fundamentals of Investment Performance Measurement
      • Performance Measurement Attribution
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      • In-House/Custom Training
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      • Performance Measurement for the Non-Performance Professional
      • PERFORMANCE MEASUREMENT FOR ASSET OWNERS AND CONSULTANTS
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Home» GIPS

Clarifying the dates: composite creation vs. composite inception date

Posted by David Spaulding - September 17, 2019 - 2020 GIPS Standards, composite creation date, composite inception date, composites, GIPS, GIPS 2020, Global Investment Performance Standards, Investment Performance Guy

A video to help explain the difference: composite creation vs. composite inception date With the introduction of the 2020 version of the GIPS(R) Standards, a new requirement is surfacing: for firms to report the composite’s inception date. This is defined in the Standards’ glossary as “The initial date of the composite’s track record.”  I may […]

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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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ETFs as benchmarks: is the time right?

Posted by David Spaulding - November 20, 2018 - benchmarks, ETF, Exchange Traded Fund, GIPS, Investment Performance Guy, market index

ETFs as benchmarks: is it time? A topic that continues to gain attention is the massive increases that have occurred with market indexes. We regularly hear stories of firms being required to pay multiples of what they had been for some of the major ones. Despite the evidence that less expensive equivalents are just as good,* […]

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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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Standard deviation: a measure of variability, too!

Posted by David Spaulding - July 19, 2018 - GIPS, Global Investment Performance Standards, Investment Performance Guy, Standard Deviation, Variability

One thing that is often overlooked is that William F. Sharpe, PhD, in his paper that introduced the now eponymously named “Sharpe ratio,” referred to his measure as “reward to variability.” He contrasted this with Jack Treynor’s earlier published method, which he labeled “reward to volatility.” The only difference between the measures was what they chose […]

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Shouldn’t GIPS 20/20 have a logo?

Posted by David Spaulding - May 10, 2018 - #GIPS2020, GIPS, GIPS 20/20, Global Investment Performance Standards, Investment Performance Guy

Shouldn’t GIPS® 20/20 have its own logo?  That thought occurred to us a couple of months back. In fact, I sent a note to the CFA Institute suggesting it. However, I suspect they’re probably a tad too busy to be worrying about a logo. And so, we decided to design one. Well, actually we didn’t design […]

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Is your GIPS transparency too revealing?

Posted by David Spaulding - May 9, 2018 - GIPS, GIPS transparency, Global Investment Performance Standards, Investment Performance Guy, transparency

Erring on the side of transparency In a recent Wall Street Journal editorial (“A Scarlet Title IX Letter,” May 8, 2018), the writer spoke of the potential requirement that universities reveal the names of students, past and present, who have “been found responsible [for] rape, sexual assault, or any related or lesser included sexual misconduct.” It mentioned […]

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A Dozen PMAR Secrets Revealed

Posted by David Spaulding - May 6, 2018 - GIPS, GIPS 20/20, Global Investment Performance Standards, Investment Performance Guy, Journal of Performance Measurement, pension funds, performance attribution, performance calculations, performance measurement, Performance measurement conference, PMAR, risk

A thought occurred to me while I was driving to Bethesda, Maryland today (I will be doing a GIPS® verification here tomorrow). Chances are, most performance measurement professionals, even those who’ve attended one or more PMAR (Performance Measurement Attribution & Risk) conferences, may not know certain key things about our conferences. Well, why not let […]

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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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