Performance

 

July 3, 2019
As asset owners continue to develop and enhance their operational due diligence, it is critically important for a private fund manager’s compliance staff to have a detailed understanding of the performance calculation process. Compliance and operations professionals must have a level of comfort when reviewing firm performance presentations prior to disseminating the information to third parties to ensure the appropriate controls are in place.
October 16, 2018
The release of the Exposure Draft of the 2020 Global Investment Performance Standards (GIPS) in August has forced many firms to assess how the new requirements will impact their business, both from marketing and operational perspectives. Not only will this impact firms currently claiming compliance with the GIPS standards, but also those considering doing so.
September 17, 2018
The most common question we receive from our GIPS compliance verification clients is “What do other firms do?” As a result of being asked this question many times, we gathered information about the firms we verify in order to provide answers to commonly asked questions that are based on real data versus anecdotal information.
September 6, 2018
CFA Institute released the first major revisions to the GIPS standards on August 31, 2018. The proposed revisions represent the most significant change to the standards since the 2010 edition of the GIPS standards went into effect on January 1, 2011. The 2020 GIPS Standards Exposure Draft is now available for public comment until December 31, 2018.
September 5, 2018
Eagle Investment Systems and ACA Compliance Group collaborate to help standardize and streamline Global Investment Performance Standards (GIPS) verifications for clients.
August 16, 2018
As the GIPS standards gain more acceptance and international adoption, and with CFA Institute’s expected release of GIPS 2020 for public comment, there are persistent questions about the current state of GIPS compliance.
August 13, 2018
As the Global Investment Performance Standards (GIPS®) gain more acceptance and international adoption, and with CFA Institute’s expected release of GIPS 2020 for public comment, there are persistent questions about the current state of GIPS compliance.
July 27, 2018
The end result of a firm’s efforts when claiming compliance with the GIPS standards is the delivery of a fully compliant presentation to prospective clients. This article addresses best practices for marketing when claiming compliance with the GIPS standards.
July 23, 2018
Compliance with the GIPS standards is recognized as an industry best practice and has become a de facto requirement, especially in the institutional money management space, in order to stay competitive.
July 16, 2018
Compliance with the GIPS® standards is recognized as an industry best practice and has become a de facto requirement, especially in the institutional money management space, in order to stay competitive. A firm’s claim of GIPS compliance facilitates “apples-to-apples” compari
June 26, 2018
A GIPS-compliant presentation contains a number of required statistics. One such metric is the internal dispersion of individual portfolios within a composite. The GIPS standards do not prescribe a specific methodology (as long as the measure that is selected is applied consistently) and thus many firms struggle with this calculation.
May 29, 2018
For investment firms that want to comply with best practices and are ready to invest in business growth and marketing, the Global Investment Performance Standards (GIPS® standards) are the de facto industry model for using performance figures in marketing materials, advertisi