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 […]
Read MoreIn the spirit of the GIPS(R) standards, let’s begin with a bit of “full disclosure.” I’m one of the 17 Americans who have yet to use Uber. Furthermore, I’m not a fan. And why is that? Well, taxi owners in New York City must spend hundreds of thousands of dollars to obtain one of the […]
Read MoreWe are just one week away from our [almost] all day training webinar titled “Performance Measurement Trivia & Oddities.” This class will definitely teach you quite a bit: we guarantee it! We’ve already had folks sign up for individual, site, and global licenses! I taught this webinar in Sydney last month, where I’ve been doing workshops for the past few years. […]
Read MoreToday, being the last Monday of the month, is “Performance Measurement Think Tank” day! We hold our Think Tank calls the last Monday (unless it’s a holiday, in which case the date will shift) of each month. We’ve hosted the Performance Measurement Think Tank for a few years now. It’s a membership group (we limit […]
Read MoreI’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 […]
Read MoreIf you are linked to me on LinkedIn or follow me on Twitter, you’re familiar with this picture: it’s my rendition of Dos Equis’ “Most Interesting Man” promotion. It has been primarily a vehicle to convey a message in a humorous fashion. Well, today, it seemed fitting to use it to present to you 10 […]
Read MoreA new biography on Leonardo da Vinci is something we all should want to read While I frequently recommend books, this is the first time I’m recommending one I haven’t yet read; actually, one that hasn’t yet been published (as it’s due to be released October 17). In this weekend’s Wall Street Journal, there’s a brief […]
Read MoreGetting quoted I spent about eight years in politics, from 1996 to 2004. In 1996 I ran for my township’s council, and lost. I was encouraged to run again, and the next year was elected by a “landslide.” Two years later, I ran for mayor, and again prevailed by a significant margin. During that time […]
Read More fraudThe 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 […]
Read MoreAnnouncing 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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