Investment Performance Evaluation and GIPS

Content related to investment performance measurement, attribution, appraisal, manager selection and evaluation, financial planning and Global Investment Performance Standards (GIPS)

GIPS2020 Changes Series – #13 GIPS Advertising Guidelines

2018-12-27T10:24:00+00:00

Overview The GIPS Advertising Guidelines is the thirteenth and last section of the GIPS 2020 Exposure Draft. In light of the changes in the GIPS Standards to specifically include Pooled Funds and Asset Owner Standards, the GIPS Advertising Guidelines have also been expanded and formalized to include advertising for these new areas, beyond [...]

GIPS2020 Changes Series – #13 GIPS Advertising Guidelines2018-12-27T10:24:00+00:00

GIPS2020 Changes Series – #12 Asset Owner Composite Money-Weighted Return Report

2018-12-27T10:24:00+00:00

Overview The Additional Composite Money-Weighted Return Report is the twelfth section of the GIPS 2020 Exposure Draft. The Standards here are of similar or the same wording as the associated Firm Standards. Key Different Standards The key Standards worth noting here are: 1. The requirement here for Since-Inception Money-Weighted Returns is also either [...]

GIPS2020 Changes Series – #12 Asset Owner Composite Money-Weighted Return Report2018-12-27T10:24:00+00:00

GIPS2020 Changes Series – #11 Asset Owner Total Fund & Composite Time-Weighted Return Report

2018-12-27T10:24:00+00:00

Overview The Total Fund and Composite Time-Weighted Return Report is the eleventh section of the GIPS 2020 Exposure Draft. The Standards here are of similar or the same wording as the associated Firm Standards. Key Different Standards The key Standards worth noting here are: 1. Unlike Firms that must present performance for a [...]

GIPS2020 Changes Series – #11 Asset Owner Total Fund & Composite Time-Weighted Return Report2018-12-27T10:24:00+00:00

GIPS2020 Changes Series – #10 Asset Owner Total Fund & Composite Maintenance

2018-12-27T10:24:01+00:00

Overview The Total Fund and Composite Maintenance is the tenth section of the GIPS 2020 Exposure Draft. This section for Asset Owners has a fewer number of Standards compared to the relevant Firm section, and notably, has no recommendations, but the Standards here are of similar or the same wording as the associated [...]

GIPS2020 Changes Series – #10 Asset Owner Total Fund & Composite Maintenance2018-12-27T10:24:01+00:00

GIPS2020 Changes Series – #9 Asset Owner Input Data & Calculation Methodology

2018-12-27T10:24:01+00:00

Overview The Input Data and Calculation Methodology section for Asset Owners is the ninth section of the GIPS 2020 Exposure Draft. Just like the related Firm section, most of the Standards are the same or of similar construct so here again we outline the key Standards to note compared to the Firm Input [...]

GIPS2020 Changes Series – #9 Asset Owner Input Data & Calculation Methodology2018-12-27T10:24:01+00:00

Free GIPS 2020 Review Course – Online

2018-12-22T05:05:14+00:00

Sign-up for Free on the Composite Insider! Our online learning platform, Composite Insider is now live! As part of the launch, we have a FREE Review course on the highlights of the changes to the Global Investment Performance Standards, GIPS 2020 as contained in the Exposure Draft. Our goal is to get you [...]

Free GIPS 2020 Review Course – Online2018-12-22T05:05:14+00:00

GIPS2020 Changes Series – #8 Asset Owner Fundamentals of Compliance

2018-12-27T10:24:01+00:00

Overview The Fundamentals of Compliance section for Asset Owners is the eighth section of the GIPS 2020 Exposure Draft. The five (5) Asset Owner sections of the GIPS 2020 are a completely new set of Standards for Asset Owners complying with the GIPS Standards. And in addition to this first section on Fundamentals [...]

GIPS2020 Changes Series – #8 Asset Owner Fundamentals of Compliance2018-12-27T10:24:01+00:00

GIPS2020 Changes Series – #7 Firm Pooled Fund Money-Weighted Return Report

2018-12-27T10:24:02+00:00

Overview The Firm Pooled Fund Money-Weighted Return Report is the seventh section of the Global Investment Performance Standards (GIPS) 2020 Exposure Draft. Its focus is on Firms that currently prepare 'compliant presentations' for real estate and private equity closed-end funds and those that will qualify to use the Money-Weighted Return methodology to prepare [...]

GIPS2020 Changes Series – #7 Firm Pooled Fund Money-Weighted Return Report2018-12-27T10:24:02+00:00

GIPS2020 Changes Series – #6 Firm Pooled Fund Time-Weighted Return Report

2018-12-27T10:24:02+00:00

Overview The Firm Pooled Fund Time-Weighted Return Report is the sixth section of the Global Investment Performance Standards (GIPS) 2020 Exposure Draft. Its focus is on Firms that manage Limited Distribution Pooled Funds and Broad Distribution Pooled Funds. Under the 2010 GIPS Standards, Firms managing Pooled Funds were required to include the Pooled [...]

GIPS2020 Changes Series – #6 Firm Pooled Fund Time-Weighted Return Report2018-12-27T10:24:02+00:00

GIPS2020 Changes Series – #5 Firm Composite Money-Weighted Return Report

2018-12-27T10:24:03+00:00

Overview The Firm Composite Money-Weighted Return Report is the fifth section of the Global Investment Performance Standards (GIPS) 2020 Exposure Draft. Its focus is on Firms that use the Money-Weighted Return methodology to prepare compliant presentations for Composites. This section, like the Composite Time-Weighted Return Report, combines the Disclosure, Presentation and Reporting sections [...]

GIPS2020 Changes Series – #5 Firm Composite Money-Weighted Return Report2018-12-27T10:24:03+00:00