Clarifying the dates: composite creation vs. composite inception date

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...

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

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...

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...