Posts Tagged: GIPS composites

A composite is an aggregation of one or more portfolios managed according to a similar investment mandate, objective, or strategy and is the primary vehicle for presenting performance to prospective clients. The firm must include all actual, fee-paying, discretionary portfolios in at least one composite. Composites must include all portfolios that meet the composite definition…. Read more » Read more…

by guest blogger – David Spaulding, President of The Spaulding Group. Today we return with a look at changes to return and risk calculations. Return and risk calculations. There have been several changes introduced which deal with how returns are calculated. The 2005 and 1999 editions of GIPS had  Read more…

by guest blogger – David Spaulding, President of The Spaulding Group. Today’s post will discuss disclosing compliance. Disclosing compliance. The claim of compliance statement has been changed (see ¶ I.4.A.1); it now reads: [Firm name] claims compliance with the Global Investment Performance Standards (GIPS®)  Read more…