by David Spaulding | May 10, 2018 | GIPS 20/20, #GIPS2020, GIPS, 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...
by David Spaulding | May 9, 2018 | transparency, GIPS, GIPS transparency, Global Investment Performance Standards, Investment Performance Guy
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...
by David Spaulding | May 6, 2018 | PMAR, 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, 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...
by David Spaulding | May 3, 2018 | PMAR, Investment Performance Guy, performance measurement
It’s not difficult for a performance measurement conference promoter to claim their conference is the best. TSG has, for many years, claimed that its PMAR (Performance Measurement, Attribution & Risk) conferences are the best. In a recent blog post I...
by David Spaulding | Apr 19, 2018 | GIPS Policies & Procedures, Investment Performance Guy, performance measurement
I never had any ambition to write. In fact, I had little interest in studying English, grammar, or any of its related topics. I was always a “math guy,” and had somehow concluded (falsely, as it turns out) that you can either be good at math or English,...
by David Spaulding | Apr 12, 2018 | GIPS compliance, GIPS, 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...
