The Spaulding Group’s Guide to the Performance Presentation Standards – The World’s Most Practical Guide to GIPS

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Guide to the Performance Measurement Standards Authors: David Spaulding, CIPM John D. Simpson, CIPM and Jed Schneider, CIPM, FRM

The Spaulding Group's Guide to The Performance Presentation Standards - Table of Contents

I. INTRODUCTION
II. WHY COMPLY WITH GIPS?
III. THE WHAT, WHY, AND WHO OF THE GIPS STANDARDS
IV. A ROADMAP TO COMPLIANCE
V. COMPOSITES: THE CORE OF THE GIPS STANDARDS
VI. WHAT'S DISCRETIONARY
VII. DISCLOSURES AND PRESENTATIONS
VIII. POLICIES & PROCEDURES
IX. GIPS AND PLAN SPONSORS
X. GIPS AND HEDGE FUNDS
XI. GIPS AND PRIVATE EQUITY
XII. GIPS AND REAL ESTATE
XIII. GIPS AND PRIVATE WEALTH MANAGEMENT
XIV. GIPS FOR WRAP FEE/SMA
XV. VERIFICATION
XVI. LIVING THE STANDARDS (MAINTAINING COMPLIANCE)

APPENDIX A - CALCULATIONS

APPENDIX B - COMMON MISTAKES

APPENDIX C - BEST PRACTICES

APPENDIX D - GIPS RESOURCES

APPENDIX E - BIBLIOGRAPHY

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