by admin | Dec 31, 2010 | GIPS, Global Investment Performance Standards
Funny what we can do with Google: type in just about anything and you’ll be whisked away to one or more potential sites to provide you with information related to your inquiry. I entered the title for this post and was sent to a Yahoo site that addresses this...
by admin | Dec 21, 2010 | GIPS, Global Investment Performance Standards
You may recall that the only major controversy regarding the AIMR Performance Presentation Standards (AIMR-PPS(R)) was the use of asset-weighted returns, rather than equal-weighted. Two groups in particular, the Investment Management Consultant’s Association...
by admin | Dec 20, 2010 | GIPS, Global Investment Performance Standards
A client of ours asked us the following: Is their a distinction between being a GIPS® compliant firm and claiming that our performance is GIPS verified? In other words, is the industry standard to have all advertisements and websites GIPS verified if your performance...
by admin | Dec 14, 2010 | GIPS, Global Investment Performance Standards
Many firms provide their clients or prospective clients with net-of-fee returns. I happen not to generally like these in a GIPS(R) (Global Investment Performance Standards) presentation, as their value is questionable. If you use actual fees, these fees typically...
by admin | Nov 30, 2010 | GIPS, Global Investment Performance Standards, Standard Deviation
Imagine for a moment that the designers of the various investment risk measures have gathered for a dinner; perhaps this is an annual event (may as well have it annual, since we like to annualize risk measures, right?). And imagine that you have the opportunity to...
by admin | Nov 22, 2010 | GIPS, Global Investment Performance Standards, hedge funds
We often get contacted by hedge funds who are considering GIPS(R) (Global Investment Performance Standards) compliance. For some reason they see this as being a monumental task; but it really isn’t. Here are some key attributes of hedge funds which make the task...
