February 2005.pdf

Feb05NL.pdf
Preview of February 2005
🔗 Source: tsgperformance.com
📊 Size: 495 KB
👤 Author: Sabina T. Hastings
⬇️ Downloads: 113

Summary

The Spaulding Group, a consulting firm focused on the money management industry, discusses the new Global Investment Performance Standards (GIPS) presentation standards. Key changes include:
1. Firms must provide compliant presentations to prospective clients.
2. Firms must have written policies and procedures.
3. Firms must abide by guidance statements and interpretations.
4. Compliant firms must provide a list and description of composites to prospects upon request.
5. Firms must asset-weight composites at least monthly.
6. Firms must value portfolios as of calendar month-end.
7. Firms must disclose calculation methods and valuation sources upon request.
Additional changes include making dividend accrual a recommendation, requiring daily valuations of portfolio returns for large cash flows starting in 2010, and disclosing composite investment objectives, style, and strategy.

Description

The Spaulding Group, a consulting firm focused on the money management industry, discusses the new Global Investment Performance Standards (GIPS) presentation...

Technical Information

  • File Format: PDF
  • File Size: 495 KB
  • Pages: 5
  • Language: EN
  • Author: Sabina T. Hastings
  • Total Downloads: 113
  • Last Updated: 4 weeks ago

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